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 | $197,316 | $138,102+42.9% | $125,381+57.4% | $134,532+46.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.47% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $16,177 | $5,245+208.4% | $4,815+235.9% | $4,741+241.2% |
| Participant deferral / active EE | $9,992 | $7,801+28.1% | $7,448+34.2% | $6,401+56.1% |
| Admin fee / account holder | $25,294 | $11,568+118.7% | $10,007+152.8% | $11,429+121.3% |