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 | $97,470 | $73,546+32.5% | $63,018+54.7% | $147,586-34.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.86% | 175.56%-160.7pp | 87.62%-72.8pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,285 | $4,185+74.1% | $3,330+118.8% | $5,439+33.9% |
| Admin fee / account holder | $4,312 | $5,956-27.6% | $3,601+19.8% | $10,886-60.4% |