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 | $91,399 | $202,342-54.8% | $172,752-47.1% | $152,897-40.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.70% | 1029.83%-1011.1pp | 802.97%-784.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $11,230 | $5,858+91.7% | $5,144+118.3% | $4,764+135.8% |
| Participant deferral / active EE | $3,960 | $5,948-33.4% | $5,198-23.8% | $5,851-32.3% |
| Admin fee / account holder | $1,490 | $17,111-91.3% | $13,955-89.3% | $11,599-87.2% |