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 | $181,505 | $48,274+276.0% | $63,244+187.0% | $59,633+204.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.20% | -240.79%+241.0pp | -70.31%+70.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $12,483 | $1,586+686.9% | $2,322+437.6% | $2,203+466.7% |
| Participant deferral / active EE | $12,449 | $2,343+431.4% | $2,953+321.5% | $3,192+290.1% |
| Admin fee / account holder | $15,861 | $3,600+340.6% | $5,893+169.2% | $4,297+269.1% |