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 | $144,812 | $138,078+4.9% | $125,363+15.5% | $134,509+7.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.83% | 750.49%-765.3pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $9,418 | $5,245+79.6% | $4,815+95.6% | $4,741+98.7% |
| Participant deferral / active EE | $6,902 | $7,800-11.5% | $7,447-7.3% | $6,400+7.8% |
| Admin fee / account holder | $7,088 | $11,566-38.7% | $10,005-29.2% | $11,427-38.0% |