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 | $76,386 | $176,688-56.8% | $130,660-41.5% | $152,909-50.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.90% | 2693.08%-2668.2pp | 1709.29%-1684.4pp | 345.46%-320.6pp |
| Employer contribution / active EE | $12,500 | $5,743+117.7% | $4,092+205.5% | $4,764+162.4% |
| Participant deferral / active EE | $10,749 | $4,362+146.4% | $3,603+198.3% | $5,851+83.7% |
| Admin fee / account holder | $419 | $7,131-94.1% | $5,463-92.3% | $11,601-96.4% |