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 | $192,974 | $160,059+20.6% | $140,019+37.8% | $135,380+42.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $13,878 | $6,420+116.2% | $5,605+147.6% | $4,779+190.4% |
| Participant deferral / active EE | $6,933 | $7,641-9.3% | $6,927+0.1% | $5,609+23.6% |
| Admin fee / account holder | $1,432 | $13,328-89.3% | $10,705-86.6% | $10,828-86.8% |