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 | $161,901 | $202,342-20.0% | $172,753-6.3% | $152,909+5.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.24% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,318 | $5,857-77.5% | $5,144-74.4% | $4,764-72.3% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $483 | $17,112-97.2% | $13,956-96.5% | $11,601-95.8% |