Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $75,430 | $160,040-52.9% | $147,096-48.7% | $145,877-48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 53.88% | 98.49%-44.6pp | 419.75%-365.9pp | 551.28%-497.4pp |
| Employer contribution / active EE | $14,025 | $5,289+165.2% | $4,936+184.1% | $4,663+200.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,916 | $15,050-40.8% | $13,005-31.4% | $13,402-33.5% |