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 | $126,807 | $96,691+31.1% | $86,656+46.3% | $139,487-9.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.61% | 106.87%-92.3pp | 593.09%-578.5pp | 373.84%-359.2pp |
| Employer contribution / active EE | $8,183 | $3,267+150.5% | $3,025+170.5% | $4,755+72.1% |
| Participant deferral / active EE | $12,987 | $4,838+168.5% | $4,439+192.6% | $6,713+93.5% |
| Admin fee / account holder | $113,588 | $6,414+1670.9% | $5,619+1921.6% | $11,407+895.7% |