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 | $211,468 | $138,114+53.1% | $125,391+68.6% | $134,545+57.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.01% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $9,449 | $5,246+80.1% | $4,816+96.2% | $4,742+99.3% |
| Participant deferral / active EE | $12,096 | $7,801+55.1% | $7,448+62.4% | $6,401+89.0% |
| Admin fee / account holder | $10,633 | $11,570-8.1% | $10,009+6.2% | $11,431-7.0% |