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 | $136,499 | $226,046-39.6% | $182,508-25.2% | $152,870-10.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.00% | 192.52%-172.5pp | 148.54%-128.5pp | 345.34%-325.3pp |
| Employer contribution / active EE | $9,125 | $4,977+83.4% | $4,075+123.9% | $4,763+91.6% |
| Participant deferral / active EE | $12,750 | $6,368+100.2% | $5,525+130.8% | $5,850+117.9% |
| Admin fee / account holder | $107,123 | $10,704+900.8% | $8,592+1146.7% | $11,597+823.7% |