Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $141,597 | $99,031+43.0% | $86,597+63.5% | $147,585-4.1% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 9.76% | 1312.56%-1302.8pp | 964.96%-955.2pp | 578.57%-568.8pp |
| Employer contribution / active EE | $14,138 | $3,132+351.4% | $2,840+397.9% | $4,876+189.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,502 | $5,711-38.7% | $4,906-28.6% | $10,885-67.8% |