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 | $90,543 | $73,518+23.2% | $63,003+43.7% | $147,585-38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.00% | 175.46%-161.5pp | 87.59%-73.6pp | 578.57%-564.6pp |
| Employer contribution / active EE | $9,814 | $3,322+195.4% | $2,760+255.6% | $4,876+101.3% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $676 | $5,952-88.7% | $3,600-81.2% | $10,885-93.8% |