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 | $237,038 | $92,707+155.7% | $82,726+186.5% | $134,493+76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 945.12%-958.1pp | 701.33%-714.3pp | 418.01%-431.0pp |
| Employer contribution / active EE | $4,077 | $3,274+24.5% | $3,009+35.5% | $4,740-14.0% |
| Participant deferral / active EE | $4,627 | $4,801-3.6% | $4,394+5.3% | $6,400-27.7% |
| Admin fee / account holder | $6,341 | $5,980+6.0% | $5,328+19.0% | $11,425-44.5% |