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 | $231,288 | $138,076+67.5% | $123,553+87.2% | $135,380+70.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.60% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,138 | $5,152-39.1% | $4,628-32.2% | $4,779-34.3% |
| Participant deferral / active EE | $12,659 | $6,800+86.2% | $6,426+97.0% | $5,609+125.7% |
| Admin fee / account holder | $1,775 | $10,917-83.7% | $9,284-80.9% | $10,828-83.6% |