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 | $210,277 | $168,636+24.7% | $147,617+42.4% | $125,393+67.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.40% | 77.65%-79.1pp | 61.98%-63.4pp | 282.23%-283.6pp |
| Employer contribution / active EE | $9,907 | $6,252+58.5% | $5,565+78.0% | $4,866+103.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,691 | $13,580-87.5% | $11,611-85.4% | $9,541-82.3% |