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 | $136,401 | $160,059-14.8% | $140,019-2.6% | $135,379+0.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.76% | 911.44%-919.2pp | 651.15%-658.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $8,557 | $6,420+33.3% | $5,605+52.7% | $4,779+79.1% |
| Participant deferral / active EE | $8,578 | $7,641+12.3% | $6,927+23.8% | $5,609+52.9% |
| Admin fee / account holder | $622 | $13,328-95.3% | $10,705-94.2% | $10,828-94.3% |