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 | $150,558 | $160,059-5.9% | $140,019+7.5% | $135,380+11.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 178.40% | 911.48%-733.1pp | 651.17%-472.8pp | 519.81%-341.4pp |
| Employer contribution / active EE | $20,347 | $6,420+216.9% | $5,605+263.0% | $4,779+325.8% |
| Participant deferral / active EE | $10,108 | $7,641+32.3% | $6,927+45.9% | $5,609+80.2% |
| Admin fee / account holder | $314 | $13,328-97.6% | $10,705-97.1% | $10,828-97.1% |