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 | $245,052 | $190,916+28.4% | $160,037+53.1% | $134,545+82.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.55% | 552.79%-559.3pp | 408.95%-415.5pp | 418.37%-424.9pp |
| Employer contribution / active EE | $22,347 | $4,996+347.3% | $4,226+428.8% | $4,742+371.3% |
| Participant deferral / active EE | $15,513 | $6,925+124.0% | $6,184+150.9% | $6,401+142.3% |
| Admin fee / account holder | $466,832 | $10,497+4347.5% | $8,716+5255.9% | $11,431+3984.0% |