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 | $138,409 | $75,962+82.2% | $154,111-10.2% | $64,173+115.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.48% | 30.32%-32.8pp | 735.18%-737.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,111 | $3,350-7.1% | $5,298-41.3% | $2,381+30.7% |
| Participant deferral / active EE | $3,791 | $3,175+19.4% | $5,081-25.4% | $3,470+9.3% |
| Admin fee / account holder | $24,938 | $5,589+346.2% | $13,411+85.9% | $4,887+410.3% |