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 | $117,841 | $138,102-14.7% | $125,381-6.0% | $134,532-12.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.25% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,809 | $5,245-65.5% | $4,815-62.4% | $4,741-61.8% |
| Participant deferral / active EE | $11,849 | $7,801+51.9% | $7,448+59.1% | $6,401+85.1% |
| Admin fee / account holder | $944 | $11,568-91.8% | $10,007-90.6% | $11,429-91.7% |