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 | $140,730 | $138,114+1.9% | $125,391+12.2% | $134,545+4.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.95% | 750.88%-754.8pp | 572.41%-576.4pp | 418.37%-422.3pp |
| Employer contribution / active EE | $18,770 | $5,246+257.8% | $4,816+289.8% | $4,742+295.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $44,908 | $11,570+288.1% | $10,009+348.7% | $11,431+292.9% |