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 | $218,125 | $202,342+7.8% | $172,753+26.3% | $152,909+42.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.12% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.3pp |
| Employer contribution / active EE | $26,908 | $5,857+359.4% | $5,144+423.1% | $4,764+464.8% |
| Participant deferral / active EE | $15,000 | $5,948+152.2% | $5,198+188.6% | $5,851+156.4% |
| Admin fee / account holder | $728 | $17,112-95.7% | $13,956-94.8% | $11,601-93.7% |