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 | $211,184 | $180,462+17.0% | $154,111+37.0% | $135,379+56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.41% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $8,544 | $6,036+41.6% | $5,298+61.3% | $4,779+78.8% |
| Participant deferral / active EE | $3,696 | $5,806-36.3% | $5,081-27.3% | $5,609-34.1% |
| Admin fee / account holder | $2,766 | $16,145-82.9% | $13,411-79.4% | $10,828-74.5% |