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 | $95,930 | $76,608+25.2% | $56,077+71.1% | $145,877-34.2% |
| Participation rate | 88.9% | 63.2%+25.6pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 9.94% | 3009.59%-2999.6pp | 1709.28%-1699.3pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $768 | $3,325-76.9% | $2,825-72.8% | $13,402-94.3% |