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 | $121,988 | $92,766+31.5% | $82,763+47.4% | $134,545-9.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.96% | 946.97%-959.9pp | 702.45%-715.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $13,464 | $3,273+311.4% | $3,008+347.6% | $4,742+184.0% |
| Participant deferral / active EE | $9,964 | $4,802+107.5% | $4,395+126.7% | $6,401+55.7% |
| Admin fee / account holder | $4,151 | $5,978-30.6% | $5,325-22.1% | $11,431-63.7% |