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 | $120,281 | $75,962+58.3% | $154,108-22.0% | $64,173+87.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.01% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,148 | $3,350+83.5% | $5,298+16.1% | $2,381+158.2% |
| Participant deferral / active EE | $6,918 | $3,175+117.9% | $5,081+36.2% | $3,470+99.4% |
| Admin fee / account holder | $732 | $5,589-86.9% | $13,411-94.5% | $4,887-85.0% |