Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $227,803 | $84,741+168.8% | $75,731+200.8% | $167,553+36.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.87% | 199.72%-188.9pp | 104.65%-93.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $17,308 | $3,230+435.8% | $2,743+531.0% | $4,840+257.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,055 | $5,361+12.9% | $3,620+67.3% | $12,316-50.8% |