Sign up free to preview peer percentile detail
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 | $192,354 | $202,342-4.9% | $172,753+11.3% | $152,909+25.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.08% | 1029.88%-1004.8pp | 803.00%-777.9pp | 345.46%-320.4pp |
| Employer contribution / active EE | $34,750 | $5,857+493.3% | $5,144+575.6% | $4,764+629.4% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,851+224.7% |
| Admin fee / account holder | $2,276 | $17,112-86.7% | $13,956-83.7% | $11,601-80.4% |