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 | $152,015 | $135,645+12.1% | $110,243+37.9% | $135,380+12.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.11% | 513.24%-519.3pp | 314.76%-320.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $8,683 | $4,907+77.0% | $3,827+126.9% | $4,779+81.7% |
| Participant deferral / active EE | $8,100 | $5,507+47.1% | $4,672+73.4% | $5,609+44.4% |
| Admin fee / account holder | $3,015 | $11,458-73.7% | $8,548-64.7% | $10,828-72.2% |