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 | $133,212 | $90,607+47.0% | $79,467+67.6% | $135,380-1.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 977.74%-985.5pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $22,630 | $3,068+637.7% | $2,800+708.1% | $4,779+373.5% |
| Participant deferral / active EE | $8,276 | $4,050+104.3% | $3,704+123.4% | $5,609+47.5% |
| Admin fee / account holder | $2,114 | $5,895-64.1% | $5,104-58.6% | $10,828-80.5% |