Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $165,512 | $180,459-8.3% | $154,108+7.4% | $135,380+22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.67% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $7,878 | $6,035+30.5% | $5,298+48.7% | $4,779+64.9% |
| Participant deferral / active EE | $5,050 | $5,806-13.0% | $5,081-0.6% | $5,609-10.0% |
| Admin fee / account holder | $3,305 | $16,145-79.5% | $13,411-75.4% | $10,828-69.5% |