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 | $24,045 | $138,102-82.6% | $125,381-80.8% | $134,532-82.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,863 | $5,245+30.8% | $4,815+42.5% | $4,741+44.7% |
| Participant deferral / active EE | $18,238 | $7,801+133.8% | $7,448+144.9% | $6,401+184.9% |
| Admin fee / account holder | $350 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |