Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $118,862 | $138,078-13.9% | $125,363-5.2% | $134,509-11.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $20,946 | $5,245+299.4% | $4,815+335.0% | $4,741+341.9% |
| Participant deferral / active EE | $11,975 | $7,800+53.5% | $7,447+60.8% | $6,400+87.1% |
| Admin fee / account holder | $1,914 | $11,566-83.5% | $10,005-80.9% | $11,427-83.3% |