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 | $125,093 | $209,874-40.4% | $189,537-34.0% | $167,536-25.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 748.61%-731.9pp | 555.34%-538.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,735 | $6,913-46.0% | $6,161-39.4% | $4,839-22.8% |
| Participant deferral / active EE | $9,490 | $8,934+6.2% | $8,220+15.5% | $6,342+49.6% |
| Admin fee / account holder | $5,350 | $14,299-62.6% | $12,048-55.6% | $12,315-56.6% |