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 | $84,550 | $169,361-50.1% | $129,397-34.7% | $145,877-42.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.82% | 14395.54%-14384.7pp | 9453.98%-9443.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,087 | $4,987+2.0% | $4,167+22.1% | $6,691-24.0% |
| Admin fee / account holder | $3,666 | $9,903-63.0% | $7,679-52.3% | $13,402-72.6% |