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 | $142,615 | $150,442-5.2% | $136,295+4.6% | $147,585-3.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.32% | 1049.09%-1033.8pp | 5155.97%-5140.7pp | 578.56%-563.2pp |
| Employer contribution / active EE | $7,937 | $5,256+51.0% | $4,695+69.0% | $4,876+62.8% |
| Participant deferral / active EE | $5,854 | $6,630-11.7% | $6,247-6.3% | $5,439+7.6% |
| Admin fee / account holder | $10,420 | $10,905-4.5% | $9,243+12.7% | $10,885-4.3% |