Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $135,862 | $96,123+41.3% | $77,361+75.6% | $198,609-31.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 10.64% | 2054.81%-2044.2pp | 1011.54%-1000.9pp | 202.70%-192.1pp |
| Employer contribution / active EE | $11,037 | $3,791+191.2% | $2,990+269.1% | $5,055+118.3% |
| Participant deferral / active EE | $5,547 | $4,975+11.5% | $3,911+41.8% | $6,977-20.5% |
| Admin fee / account holder | $24,264 | $9,471+156.2% | $5,894+311.7% | $19,030+27.5% |