Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $224,484 | $150,446+49.2% | $136,297+64.7% | $147,585+52.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.18% | 1049.14%-1035.0pp | 5156.19%-5142.0pp | 578.58%-564.4pp |
| Employer contribution / active EE | $11,999 | $5,256+128.3% | $4,696+155.5% | $4,876+146.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,461 | $10,906-86.6% | $9,244-84.2% | $10,886-86.6% |