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 | $196,701 | $138,102+42.4% | $125,381+56.9% | $134,532+46.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.73% | 750.73%-750.0pp | 572.31%-571.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $15,900 | $5,245+203.1% | $4,815+230.2% | $4,741+235.4% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $4,270 | $11,568-63.1% | $10,007-57.3% | $11,429-62.6% |