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 | $100,322 | $92,766+8.1% | $82,763+21.2% | $134,545-25.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.38% | 946.97%-964.4pp | 702.45%-719.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,190 | $3,273-33.1% | $3,008-27.2% | $4,742-53.8% |
| Participant deferral / active EE | $8,080 | $4,802+68.3% | $4,395+83.8% | $6,401+26.2% |
| Admin fee / account holder | $23,135 | $5,978+287.0% | $5,325+334.5% | $11,431+102.4% |