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 | $178,151 | $138,076+29.0% | $123,553+44.2% | $135,380+31.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,962 | $5,152+151.6% | $4,628+180.1% | $4,779+171.2% |
| Participant deferral / active EE | $7,759 | $6,800+14.1% | $6,426+20.7% | $5,609+38.3% |
| Admin fee / account holder | $8,194 | $10,917-24.9% | $9,284-11.7% | $10,828-24.3% |