Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,779 | $73,518+28.9% | $63,005+50.4% | $147,585-35.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.57% | 175.46%-162.9pp | 87.59%-75.0pp | 578.58%-566.0pp |
| Employer contribution / active EE | $2,843 | $3,322-14.4% | $2,760+3.0% | $4,876-41.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,560 | $5,952-73.8% | $3,599-56.7% | $10,886-85.7% |