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 | $131,114 | $138,102-5.1% | $125,381+4.6% | $134,532-2.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.54% | 750.73%-767.3pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $12,795 | $5,245+143.9% | $4,815+165.7% | $4,741+169.9% |
| Participant deferral / active EE | $5,967 | $7,801-23.5% | $7,448-19.9% | $6,401-6.8% |
| Admin fee / account holder | $1,296 | $11,568-88.8% | $10,007-87.1% | $11,429-88.7% |