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 | $154,823 | $138,114+12.1% | $125,391+23.5% | $134,545+15.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $8,520 | $5,246+62.4% | $4,816+76.9% | $4,742+79.7% |
| Participant deferral / active EE | $8,815 | $7,801+13.0% | $7,448+18.3% | $6,401+37.7% |
| Admin fee / account holder | $1,344 | $11,570-88.4% | $10,009-86.6% | $11,431-88.2% |