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 | $161,815 | $75,832+113.4% | $147,617+9.6% | $59,633+171.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.23% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $7,671 | $3,485+120.1% | $5,564+37.9% | $2,203+248.3% |
| Participant deferral / active EE | $5,455 | $3,131+74.3% | $4,895+11.4% | $3,192+70.9% |
| Admin fee / account holder | $48,990 | $5,986+718.5% | $11,612+321.9% | $4,297+1040.1% |