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 | $123,575 | $138,102-10.5% | $125,381-1.4% | $134,532-8.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.13% | 750.73%-769.9pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $12,733 | $5,245+142.8% | $4,815+164.4% | $4,741+168.6% |
| Participant deferral / active EE | $9,052 | $7,801+16.0% | $7,448+21.5% | $6,401+41.4% |
| Admin fee / account holder | $26,059 | $11,568+125.3% | $10,007+160.4% | $11,429+128.0% |