Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $111,773 | $138,114-19.1% | $125,391-10.9% | $134,545-16.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.72% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $19,571 | $5,246+273.1% | $4,816+306.4% | $4,742+312.7% |
| Participant deferral / active EE | $14,125 | $7,801+81.1% | $7,448+89.6% | $6,401+120.7% |
| Admin fee / account holder | $679 | $11,570-94.1% | $10,009-93.2% | $11,431-94.1% |