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 | $169,222 | $90,607+86.8% | $79,467+112.9% | $135,380+25.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $10,983 | $3,068+258.0% | $2,800+292.2% | $4,779+129.8% |
| Participant deferral / active EE | $6,525 | $4,050+61.1% | $3,704+76.2% | $5,609+16.3% |
| Admin fee / account holder | $4,599 | $5,895-22.0% | $5,104-9.9% | $10,828-57.5% |