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 | $226,336 | $135,639+66.9% | $110,241+105.3% | $135,382+67.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.51% | 513.21%-517.7pp | 314.75%-319.3pp | 519.77%-524.3pp |
| Employer contribution / active EE | $2,180 | $4,907-55.6% | $3,827-43.0% | $4,779-54.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,376 | $11,457-79.3% | $8,548-72.2% | $10,829-78.1% |