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 | $157,164 | $180,462-12.9% | $154,111+2.0% | $135,379+16.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.28% | 888.17%-890.5pp | 735.18%-737.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $10,115 | $6,036+67.6% | $5,298+90.9% | $4,779+111.7% |
| Participant deferral / active EE | $12,815 | $5,806+120.7% | $5,081+152.2% | $5,609+128.5% |
| Admin fee / account holder | $2,236 | $16,145-86.2% | $13,411-83.3% | $10,828-79.4% |