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 | $137,143 | $76,000+80.5% | $154,111-11.0% | $64,186+113.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.49% | 30.32%-31.8pp | 735.15%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $6,330 | $3,351+88.9% | $5,298+19.5% | $2,381+165.9% |
| Participant deferral / active EE | $4,191 | $3,175+32.0% | $5,081-17.5% | $3,470+20.8% |
| Admin fee / account holder | $1,479 | $5,596-73.6% | $13,411-89.0% | $4,888-69.7% |