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 | $209,279 | $97,732+114.1% | $83,831+149.6% | $135,380+54.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.09% | 1287.56%-1292.6pp | 850.99%-856.1pp | 519.81%-524.9pp |
| Employer contribution / active EE | $11,273 | $4,222+167.0% | $3,631+210.4% | $4,779+135.9% |
| Participant deferral / active EE | $9,503 | $4,683+102.9% | $4,082+132.8% | $5,609+69.4% |
| Admin fee / account holder | $1,679 | $6,675-74.8% | $5,479-69.4% | $10,828-84.5% |