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 | $157,196 | $202,342-22.3% | $172,752-9.0% | $152,897+2.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.51% | 1029.83%-1009.3pp | 802.97%-782.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $4,540 | $5,858-22.5% | $5,144-11.7% | $4,764-4.7% |
| Participant deferral / active EE | $7,250 | $5,948+21.9% | $5,198+39.5% | $5,851+23.9% |
| Admin fee / account holder | $71,838 | $17,111+319.8% | $13,955+414.8% | $11,599+519.3% |