Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,548 | $60,119+157.1% | $90,414+70.9% | $79,860+93.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 45.23% | 71.94%-26.7pp | 1293.19%-1248.0pp | 31.72%+13.5pp |
| Employer contribution / active EE | $6,673 | $2,068+222.7% | $3,262+104.6% | $2,471+170.1% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,956 | $3,976-0.5% | $5,611-29.5% | $5,306-25.4% |