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 | $91,120 | $202,342-55.0% | $172,752-47.3% | $152,897-40.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.74% | 1029.83%-1013.1pp | 802.97%-786.2pp | 345.43%-328.7pp |
| Employer contribution / active EE | $6,000 | $5,858+2.4% | $5,144+16.6% | $4,764+26.0% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,851+53.8% |
| Admin fee / account holder | $1,085 | $17,111-93.7% | $13,955-92.2% | $11,599-90.7% |