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 | $158,154 | $97,729+61.8% | $83,830+88.7% | $135,379+16.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.96% | 1287.52%-1292.5pp | 850.97%-855.9pp | 519.79%-524.7pp |
| Employer contribution / active EE | $4,146 | $4,222-1.8% | $3,631+14.2% | $4,779-13.3% |
| Participant deferral / active EE | $12,515 | $4,683+167.3% | $4,082+206.6% | $5,609+123.1% |
| Admin fee / account holder | $89,036 | $6,674+1234.0% | $5,479+1525.2% | $10,828+722.3% |