Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $136,254 | $138,102-1.3% | $125,381+8.7% | $134,532+1.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.16% | 750.73%-752.9pp | 572.31%-574.5pp | 418.27%-420.4pp |
| Employer contribution / active EE | $2,112 | $5,245-59.7% | $4,815-56.1% | $4,741-55.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,631 | $11,568-42.7% | $10,007-33.7% | $11,429-42.0% |