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 | $133,534 | $88,778+50.4% | $81,844+63.2% | $145,884-8.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.14% | 1033.03%-1022.9pp | 778.87%-768.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $18,403 | $3,087+496.1% | $2,916+531.0% | $4,662+294.7% |
| Participant deferral / active EE | $13,138 | $4,648+182.6% | $4,323+203.9% | $6,690+96.4% |
| Admin fee / account holder | $1,580 | $8,430-81.3% | $7,355-78.5% | $13,392-88.2% |