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 | $173,809 | $96,678+79.8% | $86,640+100.6% | $139,466+24.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.73% | 106.69%-87.0pp | 592.52%-572.8pp | 373.66%-353.9pp |
| Employer contribution / active EE | $13,599 | $3,265+316.4% | $3,024+349.7% | $4,754+186.1% |
| Participant deferral / active EE | $11,027 | $4,837+128.0% | $4,438+148.5% | $6,712+64.3% |
| Admin fee / account holder | $43,186 | $6,410+573.7% | $5,616+669.0% | $11,409+278.5% |