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 | $85,607 | $106,005-19.2% | $92,239-7.2% | $147,585-42.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.56% | 50.05%-35.5pp | 176.29%-161.7pp | 578.58%-564.0pp |
| Employer contribution / active EE | $11,415 | $4,333+163.4% | $3,680+210.2% | $4,876+134.1% |
| Participant deferral / active EE | $6,482 | $4,478+44.7% | $3,897+66.3% | $5,439+19.2% |
| Admin fee / account holder | $4,286 | $6,333-32.3% | $5,194-17.5% | $10,886-60.6% |