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 | $141,416 | $202,342-30.1% | $172,752-18.1% | $152,897-7.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.68% | 1029.83%-1002.1pp | 802.97%-775.3pp | 345.43%-317.7pp |
| Employer contribution / active EE | $3,249 | $5,858-44.5% | $5,144-36.8% | $4,764-31.8% |
| Participant deferral / active EE | $8,450 | $5,948+42.1% | $5,198+62.6% | $5,851+44.4% |
| Admin fee / account holder | $5,889 | $17,111-65.6% | $13,955-57.8% | $11,599-49.2% |