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 | $220,286 | $150,447+46.4% | $136,298+61.6% | $147,586+49.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.24% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.4pp |
| Employer contribution / active EE | $5,383 | $5,256+2.4% | $4,696+14.6% | $4,876+10.4% |
| Participant deferral / active EE | $9,458 | $6,631+42.6% | $6,247+51.4% | $5,439+73.9% |
| Admin fee / account holder | $1,277 | $10,906-88.3% | $9,244-86.2% | $10,886-88.3% |