Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $157,339 | $209,888-25.0% | $189,545-17.0% | $167,553-6.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.29% | 748.66%-718.4pp | 555.36%-525.1pp | 478.89%-448.6pp |
| Employer contribution / active EE | $3,192 | $6,915-53.8% | $6,162-48.2% | $4,840-34.0% |
| Participant deferral / active EE | $6,855 | $8,934-23.3% | $8,220-16.6% | $6,343+8.1% |
| Admin fee / account holder | $3,090 | $14,300-78.4% | $12,049-74.4% | $12,316-74.9% |