Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $113,650 | $78,670+44.5% | $109,173+4.1% | $85,847+32.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 160.90% | 25.09%+135.8pp | 25.75%+135.1pp | 318.61%-157.7pp |
| Employer contribution / active EE | $35,172 | $2,734+1186.5% | $3,723+844.8% | $2,565+1271.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $39,505 | $5,469+622.3% | $6,755+484.8% | $6,261+531.0% |