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 | $206,392 | $92,684+122.7% | $82,706+149.5% | $134,509+53.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.60% | 945.84%-961.4pp | 701.76%-717.4pp | 418.13%-433.7pp |
| Employer contribution / active EE | $15,031 | $3,272+359.4% | $3,007+399.8% | $4,741+217.1% |
| Participant deferral / active EE | $3,563 | $4,800-25.8% | $4,394-18.9% | $6,400-44.3% |
| Admin fee / account holder | $2,844 | $5,982-52.5% | $5,329-46.6% | $11,427-75.1% |