Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $167,703 | $138,114+21.4% | $125,391+33.7% | $134,545+24.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.47% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $43,890 | $5,246+736.6% | $4,816+811.4% | $4,742+825.6% |
| Participant deferral / active EE | $21,441 | $7,801+174.9% | $7,448+187.9% | $6,401+234.9% |
| Admin fee / account holder | $6,014 | $11,570-48.0% | $10,009-39.9% | $11,431-47.4% |