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 | $138,074 | $84,685+63.0% | $73,836+87.0% | $125,389+10.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.96% | 3123.80%-3124.8pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,883 | $3,123+120.4% | $2,787+146.9% | $4,866+41.4% |
| Participant deferral / active EE | $4,632 | $3,993+16.0% | $3,583+29.3% | $5,352-13.4% |
| Admin fee / account holder | $6,667 | $5,694+17.1% | $4,882+36.6% | $9,541-30.1% |