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 | $98,254 | $73,518+33.6% | $63,003+56.0% | $147,585-33.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.20% | 175.46%-154.3pp | 87.59%-66.4pp | 578.56%-557.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,167 | $4,183+143.0% | $3,329+205.4% | $5,439+86.9% |
| Admin fee / account holder | $4,444 | $5,952-25.3% | $3,600+23.4% | $10,885-59.2% |