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 | $155,355 | $171,867-9.6% | $149,721+3.8% | $147,586+5.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.55% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $13,826 | $6,275+120.3% | $5,444+154.0% | $4,876+183.5% |
| Participant deferral / active EE | $13,760 | $7,270+89.3% | $6,568+109.5% | $5,439+153.0% |
| Admin fee / account holder | $493 | $13,799-96.4% | $11,282-95.6% | $10,886-95.5% |