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 | $99,647+111.1% | $86,439+143.3% | $134,493+56.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.48% | 6784.13%-6804.6pp | 4395.55%-4416.0pp | 418.01%-438.5pp |
| Employer contribution / active EE | $27,527 | $4,401+525.5% | $3,769+630.4% | $4,740+480.7% |
| Participant deferral / active EE | $19,863 | $7,246+174.1% | $6,952+185.7% | $6,400+210.4% |
| Admin fee / account holder | $1,934 | $8,373-76.9% | $6,732-71.3% | $11,425-83.1% |