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 | $116,766 | $202,345-42.3% | $172,755-32.4% | $152,885-23.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 44.35% | 1029.77%-985.4pp | 802.94%-758.6pp | 345.39%-301.0pp |
| Employer contribution / active EE | $6,482 | $5,858+10.6% | $5,144+26.0% | $4,763+36.1% |
| Participant deferral / active EE | $15,307 | $5,948+157.3% | $5,198+194.5% | $5,851+161.6% |
| Admin fee / account holder | $313 | $17,111-98.2% | $13,955-97.8% | $11,598-97.3% |