Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,704 | $209,888-23.9% | $189,545-15.7% | $167,553-4.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.90% | 748.66%-734.8pp | 555.36%-541.5pp | 478.89%-465.0pp |
| Employer contribution / active EE | $39,523 | $6,915+471.5% | $6,162+541.4% | $4,840+716.6% |
| Participant deferral / active EE | $22,102 | $8,934+147.4% | $8,220+168.9% | $6,343+248.5% |
| Admin fee / account holder | $3,899 | $14,300-72.7% | $12,049-67.6% | $12,316-68.3% |