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 | $199,466 | $138,076+44.5% | $123,553+61.4% | $135,380+47.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.43% | 153.70%-147.3pp | 119.21%-112.8pp | 519.81%-513.4pp |
| Employer contribution / active EE | $30,419 | $5,152+490.5% | $4,628+557.3% | $4,779+536.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,962 | $10,917-36.2% | $9,284-25.0% | $10,828-35.7% |