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 | $79,238 | $202,342-60.8% | $172,752-54.1% | $152,897-48.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.45% | 1029.83%-1011.4pp | 802.97%-784.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,300 | $5,948+73.2% | $5,198+98.2% | $5,851+76.0% |
| Admin fee / account holder | $13,521 | $17,111-21.0% | $13,955-3.1% | $11,599+16.6% |