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 | $158,615 | $202,342-21.6% | $172,753-8.2% | $152,909+3.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.02% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,429 | $5,857-58.5% | $5,144-52.8% | $4,764-49.0% |
| Participant deferral / active EE | $9,089 | $5,948+52.8% | $5,198+74.9% | $5,851+55.3% |
| Admin fee / account holder | $625 | $17,112-96.3% | $13,956-95.5% | $11,601-94.6% |