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 | $241,498 | $97,761+147.0% | $83,850+188.0% | $135,382+78.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.21% | 1287.44%-1292.7pp | 850.92%-856.1pp | 519.77%-525.0pp |
| Employer contribution / active EE | $8,910 | $4,222+111.1% | $3,631+145.4% | $4,779+86.5% |
| Participant deferral / active EE | $4,192 | $4,682-10.5% | $4,082+2.7% | $5,609-25.3% |
| Admin fee / account holder | $8,025 | $6,674+20.2% | $5,478+46.5% | $10,829-25.9% |