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 | $51,236 | $202,345-74.7% | $172,755-70.3% | $152,885-66.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.26% | 1029.77%-1007.5pp | 802.94%-780.7pp | 345.39%-323.1pp |
| Employer contribution / active EE | $7,748 | $5,858+32.3% | $5,144+50.6% | $4,763+62.7% |
| Participant deferral / active EE | $8,656 | $5,948+45.5% | $5,198+66.5% | $5,851+48.0% |
| Admin fee / account holder | $1,177 | $17,111-93.1% | $13,955-91.6% | $11,598-89.8% |