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 | $188,440 | $198,457-5.0% | $170,435+10.6% | $147,586+27.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.00% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $11,766 | $6,183+90.3% | $5,432+116.6% | $4,876+141.3% |
| Participant deferral / active EE | $9,816 | $5,629+74.4% | $4,939+98.7% | $5,439+80.5% |
| Admin fee / account holder | $30,876 | $16,852+83.2% | $13,881+122.4% | $10,886+183.6% |