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 | $49,479 | $202,342-75.5% | $172,753-71.4% | $152,909-67.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.73% | 1029.88%-1014.1pp | 803.00%-787.3pp | 345.46%-329.7pp |
| Employer contribution / active EE | $6,250 | $5,857+6.7% | $5,144+21.5% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $765 | $17,112-95.5% | $13,956-94.5% | $11,601-93.4% |