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 | $216,830 | $138,114+57.0% | $125,391+72.9% | $134,545+61.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.19% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $16,573 | $5,246+215.9% | $4,816+244.1% | $4,742+249.5% |
| Participant deferral / active EE | $8,917 | $7,801+14.3% | $7,448+19.7% | $6,401+39.3% |
| Admin fee / account holder | $2,320 | $11,570-79.9% | $10,009-76.8% | $11,431-79.7% |