Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $238,256 | $138,102+72.5% | $125,381+90.0% | $134,532+77.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.87% | 750.73%-761.6pp | 572.31%-583.2pp | 418.27%-429.1pp |
| Employer contribution / active EE | $9,912 | $5,245+89.0% | $4,815+105.8% | $4,741+109.1% |
| Participant deferral / active EE | $3,330 | $7,801-57.3% | $7,448-55.3% | $6,401-48.0% |
| Admin fee / account holder | $417 | $11,568-96.4% | $10,007-95.8% | $11,429-96.4% |