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 | $142,473 | $150,442-5.3% | $136,295+4.5% | $147,585-3.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.81% | 1049.09%-1034.3pp | 5155.97%-5141.2pp | 578.56%-563.7pp |
| Employer contribution / active EE | $6,064 | $5,256+15.4% | $4,695+29.1% | $4,876+24.4% |
| Participant deferral / active EE | $13,881 | $6,630+109.4% | $6,247+122.2% | $5,439+155.2% |
| Admin fee / account holder | $1,222 | $10,905-88.8% | $9,243-86.8% | $10,885-88.8% |