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 | $120,236 | $138,102-12.9% | $125,381-4.1% | $134,532-10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.34% | 750.73%-768.1pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,297 | $5,245-37.1% | $4,815-31.5% | $4,741-30.5% |
| Participant deferral / active EE | $5,318 | $7,801-31.8% | $7,448-28.6% | $6,401-16.9% |
| Admin fee / account holder | $395 | $11,568-96.6% | $10,007-96.1% | $11,429-96.5% |