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 | $163,648 | $138,076+18.5% | $123,553+32.5% | $135,380+20.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.40% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $12,787 | $5,152+148.2% | $4,628+176.3% | $4,779+167.6% |
| Participant deferral / active EE | $5,763 | $6,800-15.2% | $6,426-10.3% | $5,609+2.7% |
| Admin fee / account holder | $1,285 | $10,917-88.2% | $9,284-86.2% | $10,828-88.1% |