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 | $49,371 | $72,465-31.9% | $67,575-26.9% | $145,884-66.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 45.19% | 7222.56%-7177.4pp | 3528.98%-3483.8pp | 551.85%-506.7pp |
| Employer contribution / active EE | $4,829 | $3,074+57.1% | $2,736+76.5% | $4,662+3.6% |
| Participant deferral / active EE | $10,238 | $4,786+113.9% | $4,003+155.7% | $6,690+53.0% |
| Admin fee / account holder | $383 | $5,515-93.0% | $3,993-90.4% | $13,392-97.1% |