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 | $127,705 | $138,102-7.5% | $125,381+1.9% | $134,532-5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 31.61% | 750.73%-719.1pp | 572.31%-540.7pp | 418.27%-386.7pp |
| Employer contribution / active EE | $23,834 | $5,245+354.4% | $4,815+395.0% | $4,741+402.7% |
| Participant deferral / active EE | $15,187 | $7,801+94.7% | $7,448+103.9% | $6,401+137.3% |
| Admin fee / account holder | $4,981 | $11,568-56.9% | $10,007-50.2% | $11,429-56.4% |