Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,562 | $198,457-50.3% | $170,435-42.2% | $147,586-33.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.53% | 257.30%-240.8pp | 205.94%-189.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $17,011 | $6,183+175.1% | $5,432+213.1% | $4,876+248.8% |
| Participant deferral / active EE | $7,750 | $5,629+37.7% | $4,939+56.9% | $5,439+42.5% |
| Admin fee / account holder | $412 | $16,852-97.6% | $13,881-97.0% | $10,886-96.2% |