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 | $206,269 | $138,076+49.4% | $123,553+66.9% | $135,380+52.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,820 | $5,152-45.3% | $4,628-39.1% | $4,779-41.0% |
| Participant deferral / active EE | $4,801 | $6,800-29.4% | $6,426-25.3% | $5,609-14.4% |
| Admin fee / account holder | $23,267 | $10,917+113.1% | $9,284+150.6% | $10,828+114.9% |