Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $190,339 | $202,342-5.9% | $172,753+10.2% | $152,909+24.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.40% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $17,146 | $5,857+192.7% | $5,144+233.3% | $4,764+259.9% |
| Participant deferral / active EE | $5,706 | $5,948-4.1% | $5,198+9.8% | $5,851-2.5% |
| Admin fee / account holder | $2,237 | $17,112-86.9% | $13,956-84.0% | $11,601-80.7% |