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 | $176,279 | $202,342-12.9% | $172,752+2.0% | $152,897+15.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.72% | 1029.83%-1003.1pp | 802.97%-776.3pp | 345.43%-318.7pp |
| Employer contribution / active EE | $4,548 | $5,858-22.4% | $5,144-11.6% | $4,764-4.5% |
| Participant deferral / active EE | $7,452 | $5,948+25.3% | $5,198+43.4% | $5,851+27.4% |
| Admin fee / account holder | $681 | $17,111-96.0% | $13,955-95.1% | $11,599-94.1% |