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 | $166,020 | $84,685+96.0% | $73,836+124.8% | $125,389+32.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.39% | 3123.80%-3122.4pp | 2268.06%-2266.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,173 | $3,993+4.5% | $3,583+16.5% | $5,352-22.0% |
| Admin fee / account holder | $1,865 | $5,694-67.2% | $4,882-61.8% | $9,541-80.5% |