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 | $122,174 | $75,832+61.1% | $147,618-17.2% | $59,633+104.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.28% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $8,031 | $3,485+130.5% | $5,565+44.3% | $2,203+264.6% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $768 | $5,986-87.2% | $11,612-93.4% | $4,297-82.1% |