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 | $104,520+71.4% | $76,823+133.3% | $152,885+17.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.16% | 1014.03%-994.9pp | 1166.42%-1147.3pp | 345.39%-326.2pp |
| Employer contribution / active EE | $12,831 | $3,117+311.7% | $2,302+457.3% | $4,763+169.4% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,096 | $12,283+226.4% | $6,422+524.4% | $11,598+245.7% |