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 | $233,518 | $138,114+69.1% | $125,391+86.2% | $134,545+73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.01% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,809 | $5,246-8.3% | $4,816-0.1% | $4,742+1.4% |
| Participant deferral / active EE | $9,983 | $7,801+28.0% | $7,448+34.0% | $6,401+56.0% |
| Admin fee / account holder | $33,419 | $11,570+188.8% | $10,009+233.9% | $11,431+192.4% |