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 | $228,975 | $97,732+134.3% | $83,831+173.1% | $135,380+69.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.26% | 1287.56%-1289.8pp | 850.99%-853.3pp | 519.81%-522.1pp |
| Employer contribution / active EE | $34,015 | $4,222+705.7% | $3,631+836.8% | $4,779+611.8% |
| Participant deferral / active EE | $13,440 | $4,683+187.0% | $4,082+229.3% | $5,609+139.6% |
| Admin fee / account holder | $1,935 | $6,675-71.0% | $5,479-64.7% | $10,828-82.1% |