Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $142,718 | $138,114+3.3% | $125,391+13.8% | $134,545+6.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.04% | 750.88%-769.9pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,604 | $5,246-50.4% | $4,816-45.9% | $4,742-45.1% |
| Participant deferral / active EE | $8,421 | $7,801+8.0% | $7,448+13.1% | $6,401+31.6% |
| Admin fee / account holder | $6,762 | $11,570-41.6% | $10,009-32.4% | $11,431-40.8% |