Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,438 | $102,422-24.4% | $147,117-47.4% | $80,959-4.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 893.97% | 135.16%+758.8pp | 420.54%+473.4pp | 35.67%+858.3pp |
| Employer contribution / active EE | $12,471 | $3,717+235.5% | $4,932+152.8% | $2,757+352.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,844 | $7,953-51.7% | $12,993-70.4% | $6,925-44.5% |