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 | $93,343 | $76,522+22.0% | $56,033+66.6% | $145,884-36.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 3014.28%-3003.9pp | 1711.38%-1701.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,641 | $1,382+91.1% | $1,041+153.8% | $4,662-43.3% |
| Participant deferral / active EE | $12,600 | $2,624+380.2% | $1,954+544.8% | $6,690+88.4% |
| Admin fee / account holder | $48,531 | $3,328+1358.1% | $2,827+1616.7% | $13,392+262.4% |