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 | $43,165 | $169,361-74.5% | $129,397-66.6% | $145,877-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.80% | 14395.54%-14378.7pp | 9453.98%-9437.2pp | 551.28%-534.5pp |
| Employer contribution / active EE | $4,407 | $5,542-20.5% | $4,154+6.1% | $4,663-5.5% |
| Participant deferral / active EE | $2,019 | $4,987-59.5% | $4,167-51.5% | $6,691-69.8% |
| Admin fee / account holder | $3,638 | $9,903-63.3% | $7,679-52.6% | $13,402-72.9% |