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 | $58,502 | $99,011-40.9% | $86,582-32.4% | $147,586-60.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.56% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $23,458 | $3,132+648.9% | $2,839+726.1% | $4,876+381.1% |
| Participant deferral / active EE | $10,572 | $3,972+166.1% | $3,609+193.0% | $5,439+94.4% |
| Admin fee / account holder | $36,228 | $5,709+534.6% | $4,904+638.7% | $10,886+232.8% |