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 | $93,741 | $202,345-53.7% | $172,755-45.7% | $152,885-38.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.62% | 1029.77%-1007.2pp | 802.94%-780.3pp | 345.39%-322.8pp |
| Employer contribution / active EE | $19,250 | $5,858+228.6% | $5,144+274.2% | $4,763+304.1% |
| Participant deferral / active EE | $14,350 | $5,948+141.2% | $5,198+176.1% | $5,851+145.3% |
| Admin fee / account holder | $335 | $17,111-98.0% | $13,955-97.6% | $11,598-97.1% |