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 | $115,798 | $202,342-42.8% | $172,752-33.0% | $152,897-24.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.96% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $8,908 | $5,858+52.1% | $5,144+73.2% | $4,764+87.0% |
| Participant deferral / active EE | $7,855 | $5,948+32.1% | $5,198+51.1% | $5,851+34.3% |
| Admin fee / account holder | $1,834 | $17,111-89.3% | $13,955-86.9% | $11,599-84.2% |