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 | $230,947 | $180,459+28.0% | $154,108+49.9% | $135,380+70.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.56% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $12,962 | $6,035+114.8% | $5,298+144.7% | $4,779+171.2% |
| Participant deferral / active EE | $8,848 | $5,806+52.4% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $2,824 | $16,145-82.5% | $13,411-78.9% | $10,828-73.9% |