Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $169,583 | $209,888-19.2% | $189,545-10.5% | $167,553+1.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.44% | 748.66%-738.2pp | 555.36%-544.9pp | 478.89%-468.5pp |
| Employer contribution / active EE | $45,332 | $6,915+555.5% | $6,162+635.6% | $4,840+836.7% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,343+309.9% |
| Admin fee / account holder | $628 | $14,300-95.6% | $12,049-94.8% | $12,316-94.9% |