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 | $121,253 | $202,342-40.1% | $172,752-29.8% | $152,897-20.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.99% | 1029.83%-1016.8pp | 802.97%-790.0pp | 345.43%-332.4pp |
| Employer contribution / active EE | $2,195 | $5,858-62.5% | $5,144-57.3% | $4,764-53.9% |
| Participant deferral / active EE | $2,839 | $5,948-52.3% | $5,198-45.4% | $5,851-51.5% |
| Admin fee / account holder | $8,979 | $17,111-47.5% | $13,955-35.7% | $11,599-22.6% |