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 | $213,090 | $160,059+33.1% | $140,019+52.2% | $135,380+57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.03% | 911.48%-916.5pp | 651.17%-656.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,043 | $6,420-68.2% | $5,605-63.5% | $4,779-57.2% |
| Participant deferral / active EE | $5,990 | $7,641-21.6% | $6,927-13.5% | $5,609+6.8% |
| Admin fee / account holder | $17,301 | $13,328+29.8% | $10,705+61.6% | $10,828+59.8% |