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 | $145,930 | $84,713+72.3% | $75,717+92.7% | $167,518-12.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 10.83% | 199.49%-188.7pp | 104.58%-93.7pp | 478.71%-467.9pp |
| Employer contribution / active EE | $10,569 | $3,229+227.3% | $2,743+285.3% | $4,838+118.4% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,550 | $5,357-33.7% | $3,619-1.9% | $12,312-71.2% |