Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $143,150 | $138,102+3.7% | $125,381+14.2% | $134,532+6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.83% | 750.73%-765.6pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $18,422 | $5,245+251.2% | $4,815+282.6% | $4,741+288.6% |
| Participant deferral / active EE | $14,935 | $7,801+91.5% | $7,448+100.5% | $6,401+133.3% |
| Admin fee / account holder | $712 | $11,568-93.8% | $10,007-92.9% | $11,429-93.8% |