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 | $150,180 | $138,114+8.7% | $125,391+19.8% | $134,545+11.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.61% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $9,347 | $5,246+78.2% | $4,816+94.1% | $4,742+97.1% |
| Participant deferral / active EE | $10,065 | $7,801+29.0% | $7,448+35.1% | $6,401+57.2% |
| Admin fee / account holder | $16,290 | $11,570+40.8% | $10,009+62.8% | $11,431+42.5% |