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 | $129,922 | $138,076-5.9% | $123,553+5.2% | $135,380-4.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $6,336 | $5,152+23.0% | $4,628+36.9% | $4,779+32.6% |
| Participant deferral / active EE | $12,508 | $6,800+84.0% | $6,426+94.7% | $5,609+123.0% |
| Admin fee / account holder | $24,238 | $10,917+122.0% | $9,284+161.1% | $10,828+123.8% |