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 | $216,287 | $180,466+19.8% | $154,114+40.3% | $135,382+59.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | 888.15%-896.9pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $7,004 | $6,035+16.0% | $5,298+32.2% | $4,779+46.6% |
| Participant deferral / active EE | $9,001 | $5,806+55.0% | $5,081+77.2% | $5,609+60.5% |
| Admin fee / account holder | $2,393 | $16,144-85.2% | $13,411-82.2% | $10,829-77.9% |