Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $182,302 | $135,645+34.4% | $110,243+65.4% | $135,379+34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.20% | 513.24%-516.4pp | 314.76%-318.0pp | 519.79%-523.0pp |
| Employer contribution / active EE | $20,013 | $4,907+307.9% | $3,827+423.0% | $4,779+318.8% |
| Participant deferral / active EE | $12,872 | $5,507+133.7% | $4,672+175.5% | $5,609+129.5% |
| Admin fee / account holder | $1,379 | $11,458-88.0% | $8,548-83.9% | $10,828-87.3% |