Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $237,407 | $137,414+72.8% | $189,537+25.3% | $85,847+176.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 96.06% | 38.14%+57.9pp | 555.34%-459.3pp | 318.61%-222.5pp |
| Employer contribution / active EE | $73,485 | $4,344+1591.5% | $6,161+1092.8% | $2,565+2764.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17,696 | $8,630+105.1% | $12,048+46.9% | $6,261+182.6% |