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 | $33,368 | $102,429-67.4% | $147,096-77.3% | $80,925-58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 312.89% | 135.02%+177.9pp | 419.75%-106.9pp | 35.65%+277.2pp |
| Employer contribution / active EE | $13,072 | $3,716+251.8% | $4,936+164.8% | $2,756+374.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,830 | $7,957+86.4% | $13,005+14.0% | $6,940+113.7% |