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 | $195,993 | $202,342-3.1% | $172,753+13.5% | $152,909+28.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.73% | 1029.88%-1006.1pp | 803.00%-779.3pp | 345.46%-321.7pp |
| Employer contribution / active EE | $13,824 | $5,857+136.0% | $5,144+168.8% | $4,764+190.2% |
| Participant deferral / active EE | $13,033 | $5,948+119.1% | $5,198+150.8% | $5,851+122.7% |
| Admin fee / account holder | $3,661 | $17,112-78.6% | $13,956-73.8% | $11,601-68.4% |