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 | $137,732 | $92,766+48.5% | $82,763+66.4% | $134,545+2.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.27% | 946.97%-964.2pp | 702.45%-719.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $8,647 | $3,273+164.2% | $3,008+187.4% | $4,742+82.4% |
| Participant deferral / active EE | $15,252 | $4,802+217.6% | $4,395+247.0% | $6,401+138.3% |
| Admin fee / account holder | $764 | $5,978-87.2% | $5,325-85.6% | $11,431-93.3% |