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 | $61,133 | $57,312+6.7% | $86,617-29.4% | $75,181-18.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.76% | 2672.78%-2654.0pp | 591.91%-573.2pp | 160.69%-141.9pp |
| Employer contribution / active EE | $4,479 | $2,315+93.5% | $3,023+48.2% | $2,671+67.7% |
| Participant deferral / active EE | $11,723 | $3,319+253.2% | $4,437+164.2% | $4,126+184.1% |
| Admin fee / account holder | $1,207 | $4,114-70.7% | $5,613-78.5% | $5,650-78.6% |