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 | $235,125 | $202,342+16.2% | $172,752+36.1% | $152,897+53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.22% | 1029.83%-1007.6pp | 802.97%-780.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $6,712 | $5,858+14.6% | $5,144+30.5% | $4,764+40.9% |
| Participant deferral / active EE | $7,352 | $5,948+23.6% | $5,198+41.5% | $5,851+25.7% |
| Admin fee / account holder | $5,425 | $17,111-68.3% | $13,955-61.1% | $11,599-53.2% |