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 | $244,674 | $202,342+20.9% | $172,752+41.6% | $152,897+60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.71% | 1029.83%-1011.1pp | 802.97%-784.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $5,928 | $5,858+1.2% | $5,144+15.2% | $4,764+24.4% |
| Participant deferral / active EE | $6,762 | $5,948+13.7% | $5,198+30.1% | $5,851+15.6% |
| Admin fee / account holder | $2,980 | $17,111-82.6% | $13,955-78.6% | $11,599-74.3% |