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 | $81,602 | $57,330+42.3% | $86,656-5.8% | $75,177+8.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.83% | 2675.40%-2654.6pp | 593.09%-572.3pp | 160.75%-139.9pp |
| Employer contribution / active EE | $10,287 | $2,316+344.1% | $3,025+240.0% | $2,671+285.1% |
| Participant deferral / active EE | $7,558 | $3,320+127.6% | $4,439+70.2% | $4,126+83.2% |
| Admin fee / account holder | $11,870 | $4,115+188.5% | $5,619+111.3% | $5,651+110.0% |