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 | $189,908 | $160,059+18.6% | $140,019+35.6% | $135,380+40.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.32% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $10,063 | $6,420+56.7% | $5,605+79.5% | $4,779+110.6% |
| Participant deferral / active EE | $10,486 | $7,641+37.2% | $6,927+51.4% | $5,609+87.0% |
| Admin fee / account holder | $8,965 | $13,328-32.7% | $10,705-16.3% | $10,828-17.2% |