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 | $133,111 | $106,008+25.6% | $92,240+44.3% | $147,586-9.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.51% | 50.05%-38.5pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $16,768 | $4,333+287.0% | $3,680+355.7% | $4,876+243.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $928 | $6,333-85.3% | $5,194-82.1% | $10,886-91.5% |