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 | $236,021 | $180,462+30.8% | $154,111+53.1% | $135,379+74.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.05% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $13,800 | $6,036+128.6% | $5,298+160.5% | $4,779+188.8% |
| Participant deferral / active EE | $8,358 | $5,806+44.0% | $5,081+64.5% | $5,609+49.0% |
| Admin fee / account holder | $813 | $16,145-95.0% | $13,411-93.9% | $10,828-92.5% |