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 | $222,142 | $135,645+63.8% | $110,243+101.5% | $135,379+64.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.27% | 513.24%-515.5pp | 314.76%-317.0pp | 519.79%-522.1pp |
| Employer contribution / active EE | $11,232 | $4,907+128.9% | $3,827+193.5% | $4,779+135.0% |
| Participant deferral / active EE | $6,857 | $5,507+24.5% | $4,672+46.8% | $5,609+22.2% |
| Admin fee / account holder | $59,765 | $11,458+421.6% | $8,548+599.2% | $10,828+452.0% |