Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $180,299 | $190,916-5.6% | $160,037+12.7% | $134,545+34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.28% | 552.79%-573.1pp | 408.95%-429.2pp | 418.37%-438.7pp |
| Employer contribution / active EE | $18,849 | $4,996+277.3% | $4,226+346.1% | $4,742+297.5% |
| Participant deferral / active EE | $14,058 | $6,925+103.0% | $6,184+127.3% | $6,401+119.6% |
| Admin fee / account holder | $4,367 | $10,497-58.4% | $8,716-49.9% | $11,431-61.8% |