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 | $180,734 | $202,342-10.7% | $172,753+4.6% | $152,909+18.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.83% | 1029.88%-1008.0pp | 803.00%-781.2pp | 345.46%-323.6pp |
| Employer contribution / active EE | $3,077 | $5,857-47.5% | $5,144-40.2% | $4,764-35.4% |
| Participant deferral / active EE | $6,204 | $5,948+4.3% | $5,198+19.4% | $5,851+6.0% |
| Admin fee / account holder | $1,039 | $17,112-93.9% | $13,956-92.6% | $11,601-91.0% |