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 | $44,246 | $202,342-78.1% | $172,753-74.4% | $152,909-71.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.31% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $8,458 | $5,857+44.4% | $5,144+64.4% | $4,764+77.5% |
| Participant deferral / active EE | $7,640 | $5,948+28.4% | $5,198+47.0% | $5,851+30.6% |
| Admin fee / account holder | $586 | $17,112-96.6% | $13,956-95.8% | $11,601-94.9% |