Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $217,067 | $185,199+17.2% | $142,874+51.9% | $167,518+29.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $37,500 | $5,606+568.9% | $4,145+804.7% | $4,838+675.0% |
| Participant deferral / active EE | $19,500 | $4,495+333.8% | $3,838+408.1% | $6,342+207.5% |
| Admin fee / account holder | $1,742 | $8,031-78.3% | $6,561-73.4% | $12,312-85.9% |