Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,828 | $72,273+21.5% | $101,275-13.3% | $79,856+10.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 97.39% | 22.30%+75.1pp | 46.48%+50.9pp | 31.71%+65.7pp |
| Employer contribution / active EE | $12,177 | $2,691+352.5% | $3,660+232.7% | $2,471+392.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,951 | $4,401+12.5% | $5,948-16.8% | $5,306-6.7% |