Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $177,732 | $138,114+28.7% | $125,391+41.7% | $134,545+32.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.96% | 750.88%-765.8pp | 572.41%-587.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $13,503 | $5,246+157.4% | $4,816+180.4% | $4,742+184.8% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $1,125 | $11,570-90.3% | $10,009-88.8% | $11,431-90.2% |