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 | $128,022 | $202,342-36.7% | $172,753-25.9% | $152,909-16.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.82% | 1029.88%-1015.1pp | 803.00%-788.2pp | 345.46%-330.6pp |
| Employer contribution / active EE | $9,892 | $5,857+68.9% | $5,144+92.3% | $4,764+107.6% |
| Participant deferral / active EE | $6,672 | $5,948+12.2% | $5,198+28.4% | $5,851+14.0% |
| Admin fee / account holder | $7,092 | $17,112-58.6% | $13,956-49.2% | $11,601-38.9% |