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 | $174,465 | $106,008+64.6% | $92,240+89.1% | $147,586+18.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1564.71% | 50.05%+1514.7pp | 176.29%+1388.4pp | 578.59%+986.1pp |
| Employer contribution / active EE | $5,715 | $4,333+31.9% | $3,680+55.3% | $4,876+17.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,189 | $6,333+187.2% | $5,194+250.2% | $10,886+67.1% |