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 | $121,970 | $99,031+23.2% | $86,597+40.8% | $147,585-17.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.51% | 1312.56%-1285.0pp | 964.96%-937.4pp | 578.57%-551.1pp |
| Employer contribution / active EE | $11,318 | $3,132+261.3% | $2,840+298.6% | $4,876+132.1% |
| Participant deferral / active EE | $9,148 | $3,972+130.3% | $3,609+153.5% | $5,439+68.2% |
| Admin fee / account holder | $2,927 | $5,711-48.7% | $4,906-40.3% | $10,885-73.1% |