Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,987 | $202,342-54.0% | $172,752-46.2% | $152,897-39.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.02% | 1029.83%-1012.8pp | 802.97%-786.0pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,950 | $5,858-66.7% | $5,144-62.1% | $4,764-59.1% |
| Participant deferral / active EE | $7,662 | $5,948+28.8% | $5,198+47.4% | $5,851+30.9% |
| Admin fee / account holder | $50,226 | $17,111+193.5% | $13,955+259.9% | $11,599+333.0% |