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 | $202,533 | $202,342+0.1% | $172,752+17.2% | $152,897+32.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.85% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,018 | $5,858-48.5% | $5,144-41.3% | $4,764-36.6% |
| Participant deferral / active EE | $5,340 | $5,948-10.2% | $5,198+2.7% | $5,851-8.7% |
| Admin fee / account holder | $61,708 | $17,111+260.6% | $13,955+342.2% | $11,599+432.0% |