Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $103,089 | $111,785-7.8% | $93,669+10.1% | $145,877-29.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.13% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $13,444 | $3,096+334.2% | $2,424+454.7% | $4,663+188.3% |
| Participant deferral / active EE | $5,840 | $4,919+18.7% | $4,416+32.3% | $6,691-12.7% |
| Admin fee / account holder | $1,058 | $10,256-89.7% | $8,291-87.2% | $13,402-92.1% |