Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $219,747 | $92,743+136.9% | $82,744+165.6% | $134,532+63.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.90% | 946.63%-966.5pp | 702.22%-722.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $25,846 | $3,273+689.7% | $3,008+759.2% | $4,741+445.2% |
| Participant deferral / active EE | $22,333 | $4,802+365.1% | $4,395+408.2% | $6,401+248.9% |
| Admin fee / account holder | $737 | $5,977-87.7% | $5,325-86.2% | $11,429-93.6% |