Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $133,222 | $138,078-3.5% | $125,363+6.3% | $134,509-1.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.76% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $9,921 | $5,245+89.2% | $4,815+106.0% | $4,741+109.3% |
| Participant deferral / active EE | $23,615 | $7,800+202.8% | $7,447+217.1% | $6,400+269.0% |
| Admin fee / account holder | $341 | $11,566-97.1% | $10,005-96.6% | $11,427-97.0% |