Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,263 | $73,518-28.9% | $63,003-17.0% | $147,585-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 51.21% | 175.46%-124.2pp | 87.59%-36.4pp | 578.56%-527.3pp |
| Employer contribution / active EE | $21,511 | $3,322+547.5% | $2,760+679.3% | $4,876+341.1% |
| Participant deferral / active EE | $18,000 | $4,183+330.3% | $3,329+440.7% | $5,439+231.0% |
| Admin fee / account holder | $1,540 | $5,952-74.1% | $3,600-57.2% | $10,885-85.9% |