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 | $56,036 | $114,093-50.9% | $96,171-41.7% | $167,536-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 37.55% | 190.00%-152.4pp | 192.04%-154.5pp | 478.82%-441.3pp |
| Employer contribution / active EE | $2,138 | $3,429-37.7% | $2,799-23.6% | $4,839-55.8% |
| Participant deferral / active EE | $2,072 | $5,197-60.1% | $4,350-52.4% | $6,342-67.3% |
| Admin fee / account holder | $783 | $6,899-88.6% | $5,538-85.9% | $12,315-93.6% |