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 | $209,367 | $45,152+363.7% | $73,836+183.6% | $59,633+251.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $10,961 | $1,901+476.5% | $2,787+293.2% | $2,203+397.6% |
| Participant deferral / active EE | $8,049 | $2,573+212.8% | $3,583+124.6% | $3,192+152.2% |
| Admin fee / account holder | $9,897 | $3,515+181.6% | $4,882+102.7% | $4,297+130.3% |