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 | $68,660 | $73,518-6.6% | $63,003+9.0% | $147,585-53.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.64% | 175.46%-155.8pp | 87.59%-67.9pp | 578.57%-558.9pp |
| Employer contribution / active EE | $5,334 | $3,322+60.5% | $2,760+93.2% | $4,876+9.4% |
| Participant deferral / active EE | $11,016 | $4,183+163.3% | $3,329+230.9% | $5,439+102.5% |
| Admin fee / account holder | $41,441 | $5,952+596.2% | $3,600+1051.1% | $10,885+280.7% |