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 | $227,013 | $180,459+25.8% | $154,108+47.3% | $135,380+67.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.87% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $9,372 | $6,035+55.3% | $5,298+76.9% | $4,779+96.1% |
| Participant deferral / active EE | $12,651 | $5,806+117.9% | $5,081+149.0% | $5,609+125.6% |
| Admin fee / account holder | $15,017 | $16,145-7.0% | $13,411+12.0% | $10,828+38.7% |