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 | $210,145 | $180,459+16.5% | $154,108+36.4% | $135,380+55.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $13,042 | $6,035+116.1% | $5,298+146.2% | $4,779+172.9% |
| Participant deferral / active EE | $7,068 | $5,806+21.7% | $5,081+39.1% | $5,609+26.0% |
| Admin fee / account holder | $94,652 | $16,145+486.3% | $13,411+605.8% | $10,828+774.1% |