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 | $198,463 | $138,076+43.7% | $123,553+60.6% | $135,380+46.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.74% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $10,030 | $5,152+94.7% | $4,628+116.7% | $4,779+109.9% |
| Participant deferral / active EE | $14,726 | $6,800+116.6% | $6,426+129.2% | $5,609+162.5% |
| Admin fee / account holder | $11,989 | $10,917+9.8% | $9,284+29.1% | $10,828+10.7% |