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 | $44,052 | $171,867-74.4% | $149,721-70.6% | $147,586-70.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.82% | 2113.36%-2099.5pp | 1501.67%-1487.9pp | 578.59%-564.8pp |
| Employer contribution / active EE | $11,735 | $6,275+87.0% | $5,444+115.6% | $4,876+140.7% |
| Participant deferral / active EE | $5,258 | $7,270-27.7% | $6,568-20.0% | $5,439-3.3% |
| Admin fee / account holder | $1,404 | $13,799-89.8% | $11,282-87.6% | $10,886-87.1% |