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 | $233,471 | $160,059+45.9% | $140,019+66.7% | $135,379+72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.04% | 911.44%-920.5pp | 651.15%-660.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $14,833 | $6,420+131.1% | $5,605+164.6% | $4,779+210.4% |
| Participant deferral / active EE | $10,000 | $7,641+30.9% | $6,927+44.4% | $5,609+78.3% |
| Admin fee / account holder | $976 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |