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 | $98,744 | $108,685-9.1% | $74,719+32.2% | $152,885-35.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 17.11% | 114.09%-97.0pp | 753.05%-735.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $3,647 | $1,504+142.5% | $1,084+236.4% | $4,763-23.4% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $674 | $4,905-86.3% | $3,334-79.8% | $11,598-94.2% |