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 | $210,310 | $99,668+111.0% | $86,451+143.3% | $134,545+56.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.48% | 6789.61%-6810.1pp | 4398.51%-4419.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $27,527 | $4,403+525.2% | $3,770+630.2% | $4,742+480.6% |
| Participant deferral / active EE | $19,863 | $7,249+174.0% | $6,953+185.7% | $6,401+210.3% |
| Admin fee / account holder | $1,934 | $8,377-76.9% | $6,734-71.3% | $11,431-83.1% |