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 | $179,315 | $138,068+29.9% | $125,358+43.0% | $134,493+33.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.04% | 750.30%-768.3pp | 572.03%-590.1pp | 418.01%-436.1pp |
| Employer contribution / active EE | $9,465 | $5,244+80.5% | $4,814+96.6% | $4,740+99.7% |
| Participant deferral / active EE | $11,625 | $7,799+49.1% | $7,447+56.1% | $6,400+81.6% |
| Admin fee / account holder | $987 | $11,568-91.5% | $10,007-90.1% | $11,425-91.4% |