Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $112,177 | $138,114-18.8% | $125,391-10.5% | $134,545-16.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $32,154 | $5,246+512.9% | $4,816+567.7% | $4,742+578.1% |
| Participant deferral / active EE | $19,868 | $7,801+154.7% | $7,448+166.7% | $6,401+210.4% |
| Admin fee / account holder | $5,639 | $11,570-51.3% | $10,009-43.7% | $11,431-50.7% |