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 | $165,581 | $150,447+10.1% | $136,298+21.5% | $147,586+12.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.56% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $14,393 | $5,256+173.8% | $4,696+206.5% | $4,876+195.2% |
| Participant deferral / active EE | $13,733 | $6,631+107.1% | $6,247+119.8% | $5,439+152.5% |
| Admin fee / account holder | $682 | $10,906-93.8% | $9,244-92.6% | $10,886-93.7% |