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 | $235,564 | $138,076+70.6% | $123,553+90.7% | $135,380+74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.83% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $17,895 | $5,152+247.4% | $4,628+286.7% | $4,779+274.5% |
| Participant deferral / active EE | $9,068 | $6,800+33.4% | $6,426+41.1% | $5,609+61.7% |
| Admin fee / account holder | $8,344 | $10,917-23.6% | $9,284-10.1% | $10,828-22.9% |