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 | $147,651 | $180,462-18.2% | $154,111-4.2% | $135,379+9.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.10% | 888.17%-889.3pp | 735.18%-736.3pp | 519.79%-520.9pp |
| Employer contribution / active EE | $9,856 | $6,036+63.3% | $5,298+86.0% | $4,779+106.2% |
| Participant deferral / active EE | $5,867 | $5,806+1.0% | $5,081+15.5% | $5,609+4.6% |
| Admin fee / account holder | $18,369 | $16,145+13.8% | $13,411+37.0% | $10,828+69.6% |