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 | $148,366 | $202,342-26.7% | $172,752-14.1% | $152,897-3.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.30% | 1029.83%-1002.5pp | 802.97%-775.7pp | 345.43%-318.1pp |
| Employer contribution / active EE | $13,737 | $5,858+134.5% | $5,144+167.0% | $4,764+188.4% |
| Participant deferral / active EE | $9,725 | $5,948+63.5% | $5,198+87.1% | $5,851+66.2% |
| Admin fee / account holder | $59,763 | $17,111+249.3% | $13,955+328.3% | $11,599+415.2% |