Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,325 | $101,672-22.0% | $147,117-46.1% | $74,478+6.5% |
| Participation rate | 79.2% | 75.5%+3.6pp | 82.2%-3.0pp | 67.2%+11.9pp |
| Annual return | 16.81% | 8757.83%-8741.0pp | 420.54%-403.7pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $18,158 | $7,305+148.6% | $8,065+125.2% | $4,350+317.4% |
| Admin fee / account holder | $4,479 | $1,753+155.5% | $12,993-65.5% | $1,946+130.2% |