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 | $139,575 | $180,466-22.7% | $154,114-9.4% | $135,382+3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 23.17% | 888.15%-865.0pp | 735.16%-712.0pp | 519.77%-496.6pp |
| Employer contribution / active EE | $2,036 | $6,035-66.3% | $5,298-61.6% | $4,779-57.4% |
| Participant deferral / active EE | $16,120 | $5,806+177.6% | $5,081+217.3% | $5,609+187.4% |
| Admin fee / account holder | $314 | $16,144-98.1% | $13,411-97.7% | $10,829-97.1% |