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 | $41,043 | $202,342-79.7% | $172,752-76.2% | $152,897-73.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 55.48% | 1029.83%-974.3pp | 802.97%-747.5pp | 345.43%-289.9pp |
| Employer contribution / active EE | $10,648 | $5,858+81.8% | $5,144+107.0% | $4,764+123.5% |
| Participant deferral / active EE | $5,825 | $5,948-2.1% | $5,198+12.1% | $5,851-0.5% |
| Admin fee / account holder | $385 | $17,111-97.7% | $13,955-97.2% | $11,599-96.7% |