Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $121,073 | $96,361+25.6% | $80,607+50.2% | $139,456-13.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.98% | 1350.95%-1330.0pp | 936.11%-915.1pp | 373.45%-352.5pp |
| Employer contribution / active EE | $8,187 | $3,262+151.0% | $2,724+200.5% | $4,753+72.3% |
| Participant deferral / active EE | $12,417 | $5,232+137.3% | $4,448+179.2% | $6,711+85.0% |
| Admin fee / account holder | $831 | $6,601-87.4% | $5,379-84.6% | $11,407-92.7% |