Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $151,397 | $92,707+63.3% | $82,726+83.0% | $134,493+12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.45% | 945.12%-961.6pp | 701.33%-717.8pp | 418.01%-434.5pp |
| Employer contribution / active EE | $9,268 | $3,274+183.1% | $3,009+208.0% | $4,740+95.5% |
| Participant deferral / active EE | $14,480 | $4,801+201.6% | $4,394+229.5% | $6,400+126.2% |
| Admin fee / account holder | $5,357 | $5,980-10.4% | $5,328+0.6% | $11,425-53.1% |