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 | $212,017 | $99,668+112.7% | $86,451+145.2% | $134,545+57.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.70% | 6789.61%-6798.3pp | 4398.51%-4407.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $2,092 | $4,403-52.5% | $3,770-44.5% | $4,742-55.9% |
| Participant deferral / active EE | $2,594 | $7,249-64.2% | $6,953-62.7% | $6,401-59.5% |
| Admin fee / account holder | $15,323 | $8,377+82.9% | $6,734+127.5% | $11,431+34.1% |