Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $136,997 | $102,393+33.8% | $147,041-6.8% | $80,911+69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.68% | 134.95%-118.3pp | 419.21%-402.5pp | 35.63%-19.0pp |
| Employer contribution / active EE | $9,670 | $3,715+160.3% | $4,935+96.0% | $2,756+250.9% |
| Participant deferral / active EE | $8,841 | $6,647+33.0% | $8,071+9.5% | $4,297+105.7% |
| Admin fee / account holder | $5,790 | $7,943-27.1% | $13,006-55.5% | $6,935-16.5% |