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 | $174,705 | $92,743+88.4% | $82,744+111.1% | $134,532+29.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.35% | 946.63%-958.0pp | 702.22%-713.6pp | 418.27%-429.6pp |
| Employer contribution / active EE | $9,069 | $3,273+177.1% | $3,008+201.5% | $4,741+91.3% |
| Participant deferral / active EE | $10,362 | $4,802+115.8% | $4,395+135.8% | $6,401+61.9% |
| Admin fee / account holder | $2,293 | $5,977-61.6% | $5,325-56.9% | $11,429-79.9% |