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 | $192,364 | $138,102+39.3% | $125,381+53.4% | $134,532+43.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.20% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $5,622 | $5,245+7.2% | $4,815+16.8% | $4,741+18.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,736 | $11,568-85.0% | $10,007-82.7% | $11,429-84.8% |