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 | $243,717 | $138,114+76.5% | $125,391+94.4% | $134,545+81.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.80% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,647 | $7,801+74.9% | $7,448+83.2% | $6,401+113.2% |
| Admin fee / account holder | $7,626 | $11,570-34.1% | $10,009-23.8% | $11,431-33.3% |