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 | $142,764 | $138,076+3.4% | $123,553+15.5% | $135,380+5.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.04% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $3,920 | $5,152-23.9% | $4,628-15.3% | $4,779-18.0% |
| Participant deferral / active EE | $13,655 | $6,800+100.8% | $6,426+112.5% | $5,609+143.4% |
| Admin fee / account holder | $11,353 | $10,917+4.0% | $9,284+22.3% | $10,828+4.8% |