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 | $229,996 | $138,076+66.6% | $123,553+86.2% | $135,380+69.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $9,823 | $5,152+90.7% | $4,628+112.2% | $4,779+105.6% |
| Participant deferral / active EE | $4,095 | $6,800-39.8% | $6,426-36.3% | $5,609-27.0% |
| Admin fee / account holder | $2,210 | $10,917-79.8% | $9,284-76.2% | $10,828-79.6% |