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 | $132,946 | $138,102-3.7% | $125,381+6.0% | $134,532-1.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.52% | 750.73%-757.2pp | 572.31%-578.8pp | 418.27%-424.8pp |
| Employer contribution / active EE | $5,707 | $5,245+8.8% | $4,815+18.5% | $4,741+20.4% |
| Participant deferral / active EE | $12,605 | $7,801+61.6% | $7,448+69.2% | $6,401+96.9% |
| Admin fee / account holder | $17,332 | $11,568+49.8% | $10,007+73.2% | $11,429+51.7% |