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 | $159,427 | $171,867-7.2% | $149,716+6.5% | $147,585+8.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.20% | 2113.36%-2098.2pp | 1501.67%-1486.5pp | 578.58%-563.4pp |
| Employer contribution / active EE | $20,994 | $6,275+234.6% | $5,444+285.6% | $4,876+330.5% |
| Participant deferral / active EE | $9,988 | $7,270+37.4% | $6,568+52.1% | $5,439+83.6% |
| Admin fee / account holder | $542 | $13,799-96.1% | $11,282-95.2% | $10,886-95.0% |