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 | $108,091 | $202,342-46.6% | $172,752-37.4% | $152,897-29.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.89% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $5,931 | $5,858+1.3% | $5,144+15.3% | $4,764+24.5% |
| Participant deferral / active EE | $4,733 | $5,948-20.4% | $5,198-9.0% | $5,851-19.1% |
| Admin fee / account holder | $1,065 | $17,111-93.8% | $13,955-92.4% | $11,599-90.8% |