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 | $128,812 | $138,114-6.7% | $125,391+2.7% | $134,545-4.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.25% | 750.88%-765.1pp | 572.41%-586.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,699 | $5,246-29.5% | $4,816-23.2% | $4,742-22.0% |
| Participant deferral / active EE | $6,261 | $7,801-19.7% | $7,448-15.9% | $6,401-2.2% |
| Admin fee / account holder | $921 | $11,570-92.0% | $10,009-90.8% | $11,431-91.9% |