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 | $228,461 | $95,979+138.0% | $74,551+206.5% | $135,380+68.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.35% | 56.97%-53.6pp | 32.53%-29.2pp | 519.81%-516.5pp |
| Employer contribution / active EE | $6,250 | $2,716+130.1% | $1,961+218.7% | $4,779+30.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,807 | $6,522-57.0% | $5,059-44.5% | $10,828-74.1% |