Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,338 | $138,102-52.7% | $125,381-47.9% | $134,532-51.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.83% | 750.73%-762.6pp | 572.31%-584.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $26,618 | $5,245+407.4% | $4,815+452.8% | $4,741+461.4% |
| Participant deferral / active EE | $12,985 | $7,801+66.5% | $7,448+74.3% | $6,401+102.9% |
| Admin fee / account holder | $334 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |