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 | $111,405 | $138,102-19.3% | $125,381-11.1% | $134,532-17.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.92% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $10,404 | $5,245+98.3% | $4,815+116.1% | $4,741+119.4% |
| Participant deferral / active EE | $6,811 | $7,801-12.7% | $7,448-8.5% | $6,401+6.4% |
| Admin fee / account holder | $5,604 | $11,568-51.6% | $10,007-44.0% | $11,429-51.0% |