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 | $232,964 | $202,342+15.1% | $172,752+34.9% | $152,897+52.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.77% | 1029.83%-1014.1pp | 802.97%-787.2pp | 345.43%-329.7pp |
| Employer contribution / active EE | $3,571 | $5,858-39.0% | $5,144-30.6% | $4,764-25.0% |
| Participant deferral / active EE | $7,607 | $5,948+27.9% | $5,198+46.4% | $5,851+30.0% |
| Admin fee / account holder | $2,239 | $17,111-86.9% | $13,955-84.0% | $11,599-80.7% |