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 | $181,578 | $202,342-10.3% | $172,753+5.1% | $152,909+18.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.67% | 1029.88%-1006.2pp | 803.00%-779.3pp | 345.46%-321.8pp |
| Employer contribution / active EE | $8,168 | $5,857+39.5% | $5,144+58.8% | $4,764+71.5% |
| Participant deferral / active EE | $6,064 | $5,948+1.9% | $5,198+16.7% | $5,851+3.6% |
| Admin fee / account holder | $14,567 | $17,112-14.9% | $13,956+4.4% | $11,601+25.6% |