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 | $123,731 | $209,874-41.0% | $189,537-34.7% | $167,536-26.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.08% | 748.61%-719.5pp | 555.34%-526.3pp | 478.82%-449.7pp |
| Employer contribution / active EE | $7,823 | $6,913+13.2% | $6,161+27.0% | $4,839+61.7% |
| Participant deferral / active EE | $11,752 | $8,934+31.5% | $8,220+43.0% | $6,342+85.3% |
| Admin fee / account holder | $49,375 | $14,299+245.3% | $12,048+309.8% | $12,315+300.9% |