Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $228,472 | $138,114+65.4% | $125,391+82.2% | $134,545+69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.63% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $22,564 | $5,246+330.1% | $4,816+368.6% | $4,742+375.9% |
| Participant deferral / active EE | $15,167 | $7,801+94.4% | $7,448+103.6% | $6,401+136.9% |
| Admin fee / account holder | $5,126 | $11,570-55.7% | $10,009-48.8% | $11,431-55.2% |