Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $162,647 | $183,988-11.6% | $162,177+0.3% | $152,897+6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $10,471 | $6,370+64.4% | $5,613+86.5% | $4,764+119.8% |
| Participant deferral / active EE | $8,750 | $8,032+8.9% | $7,297+19.9% | $5,851+49.5% |
| Admin fee / account holder | $636 | $13,123-95.2% | $10,843-94.1% | $11,599-94.5% |