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 | $235,756 | $160,059+47.3% | $140,019+68.4% | $135,380+74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.60% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $16,120 | $6,420+151.1% | $5,605+187.6% | $4,779+237.3% |
| Participant deferral / active EE | $11,020 | $7,641+44.2% | $6,927+59.1% | $5,609+96.5% |
| Admin fee / account holder | $363 | $13,328-97.3% | $10,705-96.6% | $10,828-96.7% |