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 | $230,503 | $75,828+204.0% | $147,616+56.2% | $59,632+286.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.47% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $15,379 | $3,485+341.3% | $5,564+176.4% | $2,203+598.2% |
| Participant deferral / active EE | $10,115 | $3,130+223.1% | $4,895+106.6% | $3,192+216.9% |
| Admin fee / account holder | $35,178 | $5,985+487.8% | $11,611+203.0% | $4,297+718.7% |