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 | $96,051 | $202,342-52.5% | $172,753-44.4% | $152,909-37.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.68% | 1029.88%-1013.2pp | 803.00%-786.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | $10,551 | $5,857+80.1% | $5,144+105.1% | $4,764+121.5% |
| Participant deferral / active EE | $14,031 | $5,948+135.9% | $5,198+169.9% | $5,851+139.8% |
| Admin fee / account holder | $1,464 | $17,112-91.4% | $13,956-89.5% | $11,601-87.4% |