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 | $60,011 | $68,097-11.9% | $62,929-4.6% | $137,256-56.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.69% | 1859.11%-1839.4pp | 1063.93%-1044.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,832 | $2,811+178.6% | $2,505+212.7% | $4,156+88.4% |
| Participant deferral / active EE | $13,421 | $4,553+194.8% | $3,888+245.2% | $6,407+109.5% |
| Admin fee / account holder | $4,289 | $6,521-34.2% | $5,065-15.3% | $12,270-65.0% |