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 | $151,397 | $92,766+63.2% | $82,763+82.9% | $134,545+12.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.45% | 946.97%-963.4pp | 702.45%-718.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $9,268 | $3,273+183.2% | $3,008+208.1% | $4,742+95.5% |
| Participant deferral / active EE | $14,480 | $4,802+201.5% | $4,395+229.4% | $6,401+126.2% |
| Admin fee / account holder | $5,357 | $5,978-10.4% | $5,325+0.6% | $11,431-53.1% |