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 | $189,718 | $138,102+37.4% | $125,381+51.3% | $134,532+41.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $5,981 | $5,245+14.0% | $4,815+24.2% | $4,741+26.2% |
| Participant deferral / active EE | $7,037 | $7,801-9.8% | $7,448-5.5% | $6,401+9.9% |
| Admin fee / account holder | $12,105 | $11,568+4.6% | $10,007+21.0% | $11,429+5.9% |