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 | $170,448 | $180,459-5.5% | $154,108+10.6% | $135,380+25.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $5,933 | $6,035-1.7% | $5,298+12.0% | $4,779+24.1% |
| Participant deferral / active EE | $4,214 | $5,806-27.4% | $5,081-17.1% | $5,609-24.9% |
| Admin fee / account holder | $3,734 | $16,145-76.9% | $13,411-72.2% | $10,828-65.5% |