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 | $82,939 | $76,785+8.0% | $56,441+46.9% | $145,959-43.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.58% | 3000.51%-2987.9pp | 1704.21%-1691.6pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,769 | $1,381+28.1% | $1,039+70.2% | $4,661-62.1% |
| Participant deferral / active EE | $19,000 | $2,624+624.2% | $1,953+872.9% | $6,689+184.1% |
| Admin fee / account holder | $885 | $3,334-73.5% | $2,829-68.7% | $13,398-93.4% |