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 | $167,738 | $138,076+21.5% | $123,553+35.8% | $135,380+23.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.71% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $13,972 | $5,152+171.2% | $4,628+201.9% | $4,779+192.4% |
| Participant deferral / active EE | $14,225 | $6,800+109.2% | $6,426+121.4% | $5,609+153.6% |
| Admin fee / account holder | $569 | $10,917-94.8% | $9,284-93.9% | $10,828-94.7% |