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 | $203,941 | $138,075+47.7% | $123,552+65.1% | $135,379+50.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.68% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $6,669 | $5,152+29.5% | $4,628+44.1% | $4,779+39.6% |
| Participant deferral / active EE | $7,177 | $6,800+5.5% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $3,475 | $10,917-68.2% | $9,285-62.6% | $10,828-67.9% |