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 | $205,253 | $138,114+48.6% | $125,391+63.7% | $134,545+52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.17% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $11,355 | $5,246+116.5% | $4,816+135.8% | $4,742+139.5% |
| Participant deferral / active EE | $9,194 | $7,801+17.9% | $7,448+23.4% | $6,401+43.6% |
| Admin fee / account holder | $58,571 | $11,570+406.2% | $10,009+485.2% | $11,431+412.4% |