Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,658 | $138,075-3.2% | $123,552+8.2% | $135,379-1.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.92% | 153.70%-154.6pp | 119.20%-120.1pp | 519.79%-520.7pp |
| Employer contribution / active EE | $7,693 | $5,152+49.3% | $4,628+66.2% | $4,779+61.0% |
| Participant deferral / active EE | $8,896 | $6,800+30.8% | $6,426+38.4% | $5,609+58.6% |
| Admin fee / account holder | $40,041 | $10,917+266.8% | $9,285+331.3% | $10,828+269.8% |