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 | $96,329 | $202,342-52.4% | $172,753-44.2% | $152,909-37.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.34% | 1029.88%-1003.5pp | 803.00%-776.7pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,939 | $5,857-49.8% | $5,144-42.9% | $4,764-38.3% |
| Participant deferral / active EE | $3,669 | $5,948-38.3% | $5,198-29.4% | $5,851-37.3% |
| Admin fee / account holder | $1,186 | $17,112-93.1% | $13,956-91.5% | $11,601-89.8% |