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 | $178,757 | $138,114+29.4% | $125,391+42.6% | $134,545+32.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.34% | 750.88%-748.5pp | 572.41%-570.1pp | 418.37%-416.0pp |
| Employer contribution / active EE | $8,643 | $5,246+64.8% | $4,816+79.5% | $4,742+82.3% |
| Participant deferral / active EE | $10,226 | $7,801+31.1% | $7,448+37.3% | $6,401+59.7% |
| Admin fee / account holder | $13,559 | $11,570+17.2% | $10,009+35.5% | $11,431+18.6% |