Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $152,872 | $138,114+10.7% | $125,391+21.9% | $134,545+13.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $11,776 | $5,246+124.5% | $4,816+144.5% | $4,742+148.4% |
| Participant deferral / active EE | $12,791 | $7,801+64.0% | $7,448+71.7% | $6,401+99.8% |
| Admin fee / account holder | $3,624 | $11,570-68.7% | $10,009-63.8% | $11,431-68.3% |