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 | $208,202 | $138,072+50.8% | $123,549+68.5% | $135,382+53.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.95% | 153.69%-161.6pp | 119.20%-127.2pp | 519.77%-527.7pp |
| Employer contribution / active EE | $7,349 | $5,152+42.7% | $4,628+58.8% | $4,779+53.8% |
| Participant deferral / active EE | $11,536 | $6,799+69.7% | $6,426+79.5% | $5,609+105.7% |
| Admin fee / account holder | $1,593 | $10,917-85.4% | $9,284-82.8% | $10,829-85.3% |