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 | $135,238 | $160,059-15.5% | $140,019-3.4% | $135,379-0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.58% | 911.44%-916.0pp | 651.15%-655.7pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,372 | $6,420-31.9% | $5,605-22.0% | $4,779-8.5% |
| Participant deferral / active EE | $6,787 | $7,641-11.2% | $6,927-2.0% | $5,609+21.0% |
| Admin fee / account holder | $2,696 | $13,328-79.8% | $10,705-74.8% | $10,828-75.1% |