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 | $125,316 | $97,761+28.2% | $83,850+49.5% | $135,382-7.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.59% | 1287.44%-1293.0pp | 850.92%-856.5pp | 519.77%-525.4pp |
| Employer contribution / active EE | $2,941 | $4,222-30.3% | $3,631-19.0% | $4,779-38.4% |
| Participant deferral / active EE | $3,952 | $4,682-15.6% | $4,082-3.2% | $5,609-29.5% |
| Admin fee / account holder | $3,588 | $6,674-46.2% | $5,478-34.5% | $10,829-66.9% |