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 | $130,675 | $138,078-5.4% | $125,363+4.2% | $134,509-2.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.44% | 750.49%-765.9pp | 572.15%-587.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $17,413 | $5,245+232.0% | $4,815+261.7% | $4,741+267.3% |
| Participant deferral / active EE | $12,963 | $7,800+66.2% | $7,447+74.1% | $6,400+102.5% |
| Admin fee / account holder | $1,175 | $11,566-89.8% | $10,005-88.3% | $11,427-89.7% |