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 | $129,345 | $202,342-36.1% | $172,753-25.1% | $152,909-15.4% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 14.19% | 1029.88%-1015.7pp | 803.00%-788.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $9,628 | $5,857+64.4% | $5,144+87.2% | $4,764+102.1% |
| Participant deferral / active EE | $9,339 | $5,948+57.0% | $5,198+79.7% | $5,851+59.6% |
| Admin fee / account holder | $35,679 | $17,112+108.5% | $13,956+155.7% | $11,601+207.6% |