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 | $221,197 | $160,059+38.2% | $140,019+58.0% | $135,380+63.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.41% | 911.48%-919.9pp | 651.17%-659.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $6,439 | $6,420+0.3% | $5,605+14.9% | $4,779+34.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $439 | $13,328-96.7% | $10,705-95.9% | $10,828-95.9% |