Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,160 | $106,551+23.1% | $91,225+43.8% | $134,532-2.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.97% | 160.78%-178.7pp | 114.12%-132.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $8,886 | $3,331+166.7% | $2,851+211.7% | $4,741+87.4% |
| Participant deferral / active EE | $8,829 | $4,718+87.1% | $4,233+108.5% | $6,401+37.9% |
| Admin fee / account holder | $931 | $6,234-85.1% | $5,422-82.8% | $11,429-91.9% |