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 | $181,264 | $138,076+31.3% | $123,553+46.7% | $135,380+33.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.29% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $5,615 | $5,152+9.0% | $4,628+21.3% | $4,779+17.5% |
| Participant deferral / active EE | $12,698 | $6,800+86.7% | $6,426+97.6% | $5,609+126.4% |
| Admin fee / account holder | $5,213 | $10,917-52.3% | $9,284-43.9% | $10,828-51.9% |