Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,670 | $180,459-65.8% | $154,108-60.0% | $135,380-54.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2015.29% | 888.21%+1127.1pp | 735.21%+1280.1pp | 519.81%+1495.5pp |
| Employer contribution / active EE | $4,654 | $6,035-22.9% | $5,298-12.1% | $4,779-2.6% |
| Participant deferral / active EE | $9,422 | $5,806+62.3% | $5,081+85.4% | $5,609+68.0% |
| Admin fee / account holder | $351 | $16,145-97.8% | $13,411-97.4% | $10,828-96.8% |