Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,599 | $202,342-74.0% | $172,753-69.6% | $152,909-65.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.98% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $10,092 | $5,857+72.3% | $5,144+96.2% | $4,764+111.9% |
| Participant deferral / active EE | $4,488 | $5,948-24.5% | $5,198-13.6% | $5,851-23.3% |
| Admin fee / account holder | $988 | $17,112-94.2% | $13,956-92.9% | $11,601-91.5% |