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 | $157,775 | $138,114+14.2% | $125,391+25.8% | $134,545+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.05% | 750.88%-760.9pp | 572.41%-582.5pp | 418.37%-428.4pp |
| Employer contribution / active EE | $1,875 | $5,246-64.3% | $4,816-61.1% | $4,742-60.5% |
| Participant deferral / active EE | $5,937 | $7,801-23.9% | $7,448-20.3% | $6,401-7.3% |
| Admin fee / account holder | $3,166 | $11,570-72.6% | $10,009-68.4% | $11,431-72.3% |