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 | $112,624 | $97,732+15.2% | $83,831+34.3% | $135,380-16.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.55% | 1287.56%-1290.1pp | 850.99%-853.5pp | 519.81%-522.4pp |
| Employer contribution / active EE | $7,343 | $4,222+73.9% | $3,631+102.2% | $4,779+53.7% |
| Participant deferral / active EE | $2,899 | $4,683-38.1% | $4,082-29.0% | $5,609-48.3% |
| Admin fee / account holder | $8,252 | $6,675+23.6% | $5,479+50.6% | $10,828-23.8% |