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 | $217,240 | $97,732+122.3% | $83,831+159.1% | $135,380+60.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.99% | 1287.56%-1295.5pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $9,238 | $4,222+118.8% | $3,631+154.4% | $4,779+93.3% |
| Participant deferral / active EE | $7,963 | $4,683+70.0% | $4,082+95.1% | $5,609+42.0% |
| Admin fee / account holder | $7,330 | $6,675+9.8% | $5,479+33.8% | $10,828-32.3% |