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 | $229,416 | $138,072+66.2% | $123,549+85.7% | $135,382+69.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $12,071 | $5,152+134.3% | $4,628+160.8% | $4,779+152.6% |
| Participant deferral / active EE | $15,510 | $6,799+128.1% | $6,426+141.4% | $5,609+176.5% |
| Admin fee / account holder | $1,308 | $10,917-88.0% | $9,284-85.9% | $10,829-87.9% |