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 | $208,366 | $138,102+50.9% | $125,381+66.2% | $134,532+54.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.99% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,585 | $5,245-50.7% | $4,815-46.3% | $4,741-45.5% |
| Participant deferral / active EE | $2,868 | $7,801-63.2% | $7,448-61.5% | $6,401-55.2% |
| Admin fee / account holder | $53,038 | $11,568+358.5% | $10,007+430.0% | $11,429+364.1% |