Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $68,139 | $114,130-40.3% | $96,192-29.2% | $167,553-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.32% | 190.07%-179.7pp | 192.09%-181.8pp | 478.89%-468.6pp |
| Employer contribution / active EE | $9,028 | $3,431+163.2% | $2,799+222.5% | $4,840+86.5% |
| Participant deferral / active EE | $10,300 | $5,198+98.2% | $4,351+136.7% | $6,343+62.4% |
| Admin fee / account holder | $384 | $6,901-94.4% | $5,539-93.1% | $12,316-96.9% |