Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $125,986 | $82,678+52.4% | $125,391+0.5% | $68,490+83.9% |
| Participation rate | 98.2% | 75.1%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | 85.35% | -5.97%+91.3pp | 572.41%-487.1pp | -7.85%+93.2pp |
| Employer contribution / active EE | $12,128 | $3,382+258.6% | $4,816+151.8% | $2,597+367.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,084 | $6,277+44.7% | $10,009-9.2% | $5,403+68.1% |