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 | $245,708 | $97,729+151.4% | $83,830+193.1% | $135,379+81.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.66% | 1287.52%-1292.2pp | 850.97%-855.6pp | 519.79%-524.4pp |
| Employer contribution / active EE | $10,815 | $4,222+156.2% | $3,631+197.8% | $4,779+126.3% |
| Participant deferral / active EE | $14,900 | $4,683+218.2% | $4,082+265.0% | $5,609+165.6% |
| Admin fee / account holder | $4,372 | $6,674-34.5% | $5,479-20.2% | $10,828-59.6% |