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 | $154,095 | $82,678+86.4% | $125,391+22.9% | $68,490+125.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 95.44% | -5.97%+101.4pp | 572.41%-477.0pp | -7.85%+103.3pp |
| Employer contribution / active EE | $2,717 | $3,382-19.7% | $4,816-43.6% | $2,597+4.6% |
| Participant deferral / active EE | $8,701 | $6,111+42.4% | $7,448+16.8% | $4,028+116.0% |
| Admin fee / account holder | $96,623 | $6,277+1439.2% | $10,009+865.4% | $5,403+1688.4% |