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 | $91,959 | $96,691-4.9% | $86,656+6.1% | $139,487-34.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.25% | 106.87%-93.6pp | 593.09%-579.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $8,837 | $3,267+170.5% | $3,025+192.1% | $4,755+85.9% |
| Participant deferral / active EE | $11,688 | $4,838+141.6% | $4,439+163.3% | $6,713+74.1% |
| Admin fee / account holder | $640 | $6,414-90.0% | $5,619-88.6% | $11,407-94.4% |