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 | $124,829 | $138,114-9.6% | $125,391-0.4% | $134,545-7.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.46% | 750.88%-764.3pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $2,418 | $5,246-53.9% | $4,816-49.8% | $4,742-49.0% |
| Participant deferral / active EE | $5,880 | $7,801-24.6% | $7,448-21.1% | $6,401-8.1% |
| Admin fee / account holder | $5,887 | $11,570-49.1% | $10,009-41.2% | $11,431-48.5% |