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 | $185,938 | $202,345-8.1% | $172,755+7.6% | $152,885+21.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.35% | 1029.77%-1001.4pp | 802.94%-774.6pp | 345.39%-317.0pp |
| Employer contribution / active EE | $3,081 | $5,858-47.4% | $5,144-40.1% | $4,763-35.3% |
| Participant deferral / active EE | $3,226 | $5,948-45.8% | $5,198-37.9% | $5,851-44.9% |
| Admin fee / account holder | $1,654 | $17,111-90.3% | $13,955-88.1% | $11,598-85.7% |