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 | $233,823 | $75,832+208.3% | $147,618+58.4% | $59,633+292.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $10,141 | $3,485+191.0% | $5,565+82.2% | $2,203+360.4% |
| Participant deferral / active EE | $18,190 | $3,131+481.0% | $4,895+271.6% | $3,192+469.9% |
| Admin fee / account holder | $16,491 | $5,986+175.5% | $11,612+42.0% | $4,297+283.8% |