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 | $103,812 | $202,342-48.7% | $172,752-39.9% | $152,897-32.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 34.52% | 1029.83%-995.3pp | 802.97%-768.5pp | 345.43%-310.9pp |
| Employer contribution / active EE | $2,045 | $5,858-65.1% | $5,144-60.2% | $4,764-57.1% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,851-14.0% |
| Admin fee / account holder | $485 | $17,111-97.2% | $13,955-96.5% | $11,599-95.8% |