Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $232,969 | $227,566+2.4% | $189,558+22.9% | $167,518+39.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 407.67% | 78.43%+329.2pp | 64.19%+343.5pp | 478.71%-71.0pp |
| Employer contribution / active EE | $27,056 | $5,316+409.0% | $4,412+513.3% | $4,838+459.2% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,342+105.0% |
| Admin fee / account holder | $2,293 | $11,881-80.7% | $9,809-76.6% | $12,312-81.4% |