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 | $119,184 | $138,078-13.7% | $125,363-4.9% | $134,509-11.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.01% | 750.49%-767.5pp | 572.15%-589.2pp | 418.13%-435.1pp |
| Employer contribution / active EE | $12,175 | $5,245+132.1% | $4,815+152.9% | $4,741+156.8% |
| Participant deferral / active EE | $4,587 | $7,800-41.2% | $7,447-38.4% | $6,400-28.3% |
| Admin fee / account holder | $8,942 | $11,566-22.7% | $10,005-10.6% | $11,427-21.7% |