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 | $141,727 | $99,668+42.2% | $86,451+63.9% | $134,545+5.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.01% | 6789.61%-6799.6pp | 4398.51%-4408.5pp | 418.37%-428.4pp |
| Employer contribution / active EE | $3,643 | $4,403-17.3% | $3,770-3.4% | $4,742-23.2% |
| Participant deferral / active EE | $12,012 | $7,249+65.7% | $6,953+72.8% | $6,401+87.7% |
| Admin fee / account holder | $839 | $8,377-90.0% | $6,734-87.5% | $11,431-92.7% |