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 | $237,152 | $171,867+38.0% | $149,721+58.4% | $147,586+60.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.45% | 2113.36%-2095.9pp | 1501.67%-1484.2pp | 578.59%-561.1pp |
| Employer contribution / active EE | $5,994 | $6,275-4.5% | $5,444+10.1% | $4,876+22.9% |
| Participant deferral / active EE | $13,087 | $7,270+80.0% | $6,568+99.3% | $5,439+140.6% |
| Admin fee / account holder | $409 | $13,799-97.0% | $11,282-96.4% | $10,886-96.2% |