Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $220,510 | $63,346+248.1% | $92,240+139.1% | $70,126+214.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.13% | 530.19%-513.1pp | 176.29%-159.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,282 | $2,471-48.1% | $3,680-65.2% | $2,343-45.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,500 | $3,841+381.7% | $5,194+256.2% | $4,645+298.2% |