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 | $231,860 | $202,342+14.6% | $172,752+34.2% | $152,897+51.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.51% | 1029.83%-1012.3pp | 802.97%-785.5pp | 345.43%-327.9pp |
| Employer contribution / active EE | $8,395 | $5,858+43.3% | $5,144+63.2% | $4,764+76.2% |
| Participant deferral / active EE | $6,004 | $5,948+0.9% | $5,198+15.5% | $5,851+2.6% |
| Admin fee / account holder | $1,887 | $17,111-89.0% | $13,955-86.5% | $11,599-83.7% |