Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $231,283 | $92,684+149.5% | $82,706+179.6% | $134,509+71.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.87% | 945.84%-962.7pp | 701.76%-718.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $6,248 | $3,272+91.0% | $3,007+107.7% | $4,741+31.8% |
| Participant deferral / active EE | $7,979 | $4,800+66.2% | $4,394+81.6% | $6,400+24.7% |
| Admin fee / account holder | $44,693 | $5,982+647.1% | $5,329+738.7% | $11,427+291.1% |