Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $128,481 | $88,815+44.7% | $81,882+56.9% | $145,897-11.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-540.0pp |
| Employer contribution / active EE | $19,432 | $3,086+529.6% | $2,916+566.4% | $4,663+316.8% |
| Participant deferral / active EE | $13,475 | $4,647+190.0% | $4,323+211.7% | $6,689+101.4% |
| Admin fee / account holder | $1,049 | $8,434-87.6% | $7,360-85.7% | $13,390-92.2% |