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 | $150,897 | $138,114+9.3% | $125,391+20.3% | $134,545+12.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.45% | 750.88%-771.3pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $9,084 | $5,246+73.2% | $4,816+88.6% | $4,742+91.6% |
| Participant deferral / active EE | $12,354 | $7,801+58.4% | $7,448+65.9% | $6,401+93.0% |
| Admin fee / account holder | $601 | $11,570-94.8% | $10,009-94.0% | $11,431-94.7% |