Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $151,697 | $138,114+9.8% | $125,391+21.0% | $134,545+12.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.17% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $11,620 | $5,246+121.5% | $4,816+141.3% | $4,742+145.1% |
| Participant deferral / active EE | $9,633 | $7,801+23.5% | $7,448+29.3% | $6,401+50.5% |
| Admin fee / account holder | $1,864 | $11,570-83.9% | $10,009-81.4% | $11,431-83.7% |