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 | $149,611 | $97,761+53.0% | $83,850+78.4% | $135,382+10.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.63% | 1287.44%-1293.1pp | 850.92%-856.5pp | 519.77%-525.4pp |
| Employer contribution / active EE | $4,974 | $4,222+17.8% | $3,631+37.0% | $4,779+4.1% |
| Participant deferral / active EE | $10,467 | $4,682+123.5% | $4,082+156.4% | $5,609+86.6% |
| Admin fee / account holder | $1,171 | $6,674-82.4% | $5,478-78.6% | $10,829-89.2% |