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 | $80,235 | $138,076-41.9% | $123,553-35.1% | $135,380-40.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.11% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,550 | $5,152+46.6% | $4,628+63.1% | $4,779+58.0% |
| Participant deferral / active EE | $7,431 | $6,800+9.3% | $6,426+15.6% | $5,609+32.5% |
| Admin fee / account holder | $3,124 | $10,917-71.4% | $9,284-66.4% | $10,828-71.2% |