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 | $245,714 | $202,342+21.4% | $172,753+42.2% | $152,909+60.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.66% | 1029.88%-1002.2pp | 803.00%-775.3pp | 345.46%-317.8pp |
| Employer contribution / active EE | $12,312 | $5,857+110.2% | $5,144+139.3% | $4,764+158.4% |
| Participant deferral / active EE | $12,267 | $5,948+106.2% | $5,198+136.0% | $5,851+109.6% |
| Admin fee / account holder | $2,443 | $17,112-85.7% | $13,956-82.5% | $11,601-78.9% |