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 | $128,581 | $96,419+33.4% | $80,648+59.4% | $139,487-7.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.19% | 1352.86%-1333.7pp | 937.21%-918.0pp | 373.84%-354.7pp |
| Employer contribution / active EE | $8,201 | $3,261+151.5% | $2,724+201.1% | $4,755+72.5% |
| Participant deferral / active EE | $8,006 | $5,225+53.2% | $4,443+80.2% | $6,713+19.3% |
| Admin fee / account holder | $1,407 | $6,605-78.7% | $5,382-73.8% | $11,407-87.7% |