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 | $164,140 | $202,342-18.9% | $172,752-5.0% | $152,897+7.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.09% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $14,464 | $5,858+146.9% | $5,144+181.2% | $4,764+203.6% |
| Participant deferral / active EE | $10,534 | $5,948+77.1% | $5,198+102.7% | $5,851+80.0% |
| Admin fee / account holder | $5,310 | $17,111-69.0% | $13,955-62.0% | $11,599-54.2% |