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 | $69,933 | $202,342-65.4% | $172,752-59.5% | $152,897-54.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.25% | 1029.83%-1010.6pp | 802.97%-783.7pp | 345.43%-326.2pp |
| Employer contribution / active EE | $9,654 | $5,858+64.8% | $5,144+87.7% | $4,764+102.7% |
| Participant deferral / active EE | $10,497 | $5,948+76.5% | $5,198+101.9% | $5,851+79.4% |
| Admin fee / account holder | $1,673 | $17,111-90.2% | $13,955-88.0% | $11,599-85.6% |