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 | $76,891 | $202,345-62.0% | $172,755-55.5% | $152,885-49.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.04% | 1029.77%-1006.7pp | 802.94%-779.9pp | 345.39%-322.3pp |
| Employer contribution / active EE | $5,735 | $5,858-2.1% | $5,144+11.5% | $4,763+20.4% |
| Participant deferral / active EE | $4,488 | $5,948-24.6% | $5,198-13.7% | $5,851-23.3% |
| Admin fee / account holder | $30,222 | $17,111+76.6% | $13,955+116.6% | $11,598+160.6% |