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 | $35,254 | $150,442-76.6% | $136,295-74.1% | $147,585-76.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.85% | 1049.09%-1037.2pp | 5155.97%-5144.1pp | 578.56%-566.7pp |
| Employer contribution / active EE | $2,250 | $5,256-57.2% | $4,695-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,157 | $10,905-80.2% | $9,243-76.7% | $10,885-80.2% |