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 | $155,675 | $76,785+102.7% | $56,441+175.8% | $145,959+6.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 3000.51%-2983.2pp | 1704.21%-1686.9pp | 561.95%-544.6pp |
| Employer contribution / active EE | $7,987 | $1,381+478.6% | $1,039+668.7% | $4,661+71.4% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,234 | $3,334-33.0% | $2,829-21.0% | $13,398-83.3% |