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 | $177,972 | $138,102+28.9% | $125,381+41.9% | $134,532+32.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $21,217 | $5,245+304.5% | $4,815+340.6% | $4,741+347.5% |
| Participant deferral / active EE | $16,617 | $7,801+113.0% | $7,448+123.1% | $6,401+159.6% |
| Admin fee / account holder | $6,525 | $11,568-43.6% | $10,007-34.8% | $11,429-42.9% |