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 | $135,967 | $138,076-1.5% | $123,553+10.0% | $135,380+0.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,573 | $5,152-30.6% | $4,628-22.8% | $4,779-25.2% |
| Participant deferral / active EE | $13,496 | $6,800+98.5% | $6,426+110.0% | $5,609+140.6% |
| Admin fee / account holder | $8,986 | $10,917-17.7% | $9,284-3.2% | $10,828-17.0% |