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 | $84,161 | $109,863-23.4% | $98,477-14.5% | $167,518-49.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.36% | 1958.09%-1944.7pp | 1493.59%-1480.2pp | 478.71%-465.3pp |
| Employer contribution / active EE | $1,897 | $3,225-41.2% | $2,961-35.9% | $4,838-60.8% |
| Participant deferral / active EE | $5,855 | $4,673+25.3% | $4,276+36.9% | $6,342-7.7% |
| Admin fee / account holder | $694 | $6,755-89.7% | $5,951-88.3% | $12,312-94.4% |