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 | $96,694 | $84,685+14.2% | $73,836+31.0% | $125,389-22.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.01% | 3123.80%-3123.8pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,991 | $3,123+187.9% | $2,787+222.6% | $4,866+84.8% |
| Participant deferral / active EE | $8,199 | $3,993+105.4% | $3,583+128.8% | $5,352+53.2% |
| Admin fee / account holder | $141,817 | $5,694+2390.6% | $4,882+2805.0% | $9,541+1386.4% |