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 | $233,112 | $202,342+15.2% | $172,752+34.9% | $152,897+52.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.22% | 1029.83%-1013.6pp | 802.97%-786.8pp | 345.43%-329.2pp |
| Employer contribution / active EE | $4,104 | $5,858-29.9% | $5,144-20.2% | $4,764-13.8% |
| Participant deferral / active EE | $8,426 | $5,948+41.7% | $5,198+62.1% | $5,851+44.0% |
| Admin fee / account holder | $12,195 | $17,111-28.7% | $13,955-12.6% | $11,599+5.1% |