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 | $49,543 | $138,102-64.1% | $125,381-60.5% | $134,532-63.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.27% | 750.73%-742.5pp | 572.31%-564.0pp | 418.27%-410.0pp |
| Employer contribution / active EE | $10,000 | $5,245+90.6% | $4,815+107.7% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,627 | $11,568-68.6% | $10,007-63.8% | $11,429-68.3% |