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 | $94,092 | $202,342-53.5% | $172,752-45.5% | $152,897-38.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.72% | 1029.83%-1010.1pp | 802.97%-783.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,241 | $5,858-78.8% | $5,144-75.9% | $4,764-73.9% |
| Participant deferral / active EE | $5,470 | $5,948-8.0% | $5,198+5.2% | $5,851-6.5% |
| Admin fee / account holder | $16,667 | $17,111-2.6% | $13,955+19.4% | $11,599+43.7% |