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 | $146,325 | $138,114+5.9% | $125,391+16.7% | $134,545+8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.70% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $7,075 | $5,246+34.9% | $4,816+46.9% | $4,742+49.2% |
| Participant deferral / active EE | $11,680 | $7,801+49.7% | $7,448+56.8% | $6,401+82.5% |
| Admin fee / account holder | $99,645 | $11,570+761.2% | $10,009+895.6% | $11,431+771.7% |