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 | $220,802 | $160,059+38.0% | $140,019+57.7% | $135,380+63.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.11% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $17,327 | $6,420+169.9% | $5,605+209.1% | $4,779+262.6% |
| Participant deferral / active EE | $11,381 | $7,641+48.9% | $6,927+64.3% | $5,609+102.9% |
| Admin fee / account holder | $5,047 | $13,328-62.1% | $10,705-52.9% | $10,828-53.4% |