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 | $55,695 | $202,342-72.5% | $172,753-67.8% | $152,909-63.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.03% | 1029.88%-1011.8pp | 803.00%-785.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $10,416 | $5,857+77.8% | $5,144+102.5% | $4,764+118.6% |
| Participant deferral / active EE | $6,615 | $5,948+11.2% | $5,198+27.3% | $5,851+13.1% |
| Admin fee / account holder | $3,735 | $17,112-78.2% | $13,956-73.2% | $11,601-67.8% |