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 | $142,813 | $180,459-20.9% | $154,108-7.3% | $135,380+5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.25% | 888.21%-889.5pp | 735.21%-736.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $19,784 | $6,035+227.8% | $5,298+273.5% | $4,779+314.0% |
| Participant deferral / active EE | $8,938 | $5,806+53.9% | $5,081+75.9% | $5,609+59.3% |
| Admin fee / account holder | $1,799 | $16,145-88.9% | $13,411-86.6% | $10,828-83.4% |