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 | $179,199 | $104,544+71.4% | $76,657+133.8% | $152,897+17.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.16% | 1014.36%-995.2pp | 1166.74%-1147.6pp | 345.43%-326.3pp |
| Employer contribution / active EE | $12,831 | $3,118+311.5% | $2,303+457.2% | $4,764+169.3% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,096 | $12,286+226.4% | $6,423+524.3% | $11,599+245.7% |