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 | $62,892 | $45,152+39.3% | $73,836-14.8% | $59,633+5.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.38% | 27.40%-28.8pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,387 | $1,901+25.6% | $2,787-14.3% | $2,203+8.4% |
| Participant deferral / active EE | $6,511 | $2,573+153.1% | $3,583+81.7% | $3,192+104.0% |
| Admin fee / account holder | $8,204 | $3,515+133.4% | $4,882+68.1% | $4,297+90.9% |