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 | $206,317 | $190,916+8.1% | $160,037+28.9% | $134,545+53.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.13% | 552.79%-569.9pp | 408.95%-426.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $15,233 | $4,996+204.9% | $4,226+260.5% | $4,742+221.3% |
| Participant deferral / active EE | $10,051 | $6,925+45.1% | $6,184+62.5% | $6,401+57.0% |
| Admin fee / account holder | $1,672 | $10,497-84.1% | $8,716-80.8% | $11,431-85.4% |