Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $157,129 | $217,432-27.7% | $185,849-15.5% | $167,536-6.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 555.48% | 148.42%+407.1pp | 122.10%+433.4pp | 478.82%+76.7pp |
| Employer contribution / active EE | $12,903 | $5,875+119.6% | $5,169+149.6% | $4,839+166.6% |
| Participant deferral / active EE | $6,707 | $6,357+5.5% | $5,569+20.4% | $6,342+5.7% |
| Admin fee / account holder | $314 | $19,818-98.4% | $16,244-98.1% | $12,315-97.4% |