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 | $225,210 | $84,685+165.9% | $73,836+205.0% | $125,389+79.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.01% | 3123.80%-3122.8pp | 2268.06%-2267.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $14,881 | $3,123+376.4% | $2,787+433.8% | $4,866+205.8% |
| Participant deferral / active EE | $14,881 | $3,993+272.7% | $3,583+315.3% | $5,352+178.1% |
| Admin fee / account holder | $8,484 | $5,694+49.0% | $4,882+73.8% | $9,541-11.1% |