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 | $34,910 | $106,001-67.1% | $92,235-62.2% | $147,585-76.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.74% | 50.05%-38.3pp | 176.28%-164.5pp | 578.56%-566.8pp |
| Employer contribution / active EE | $1,117 | $4,333-74.2% | $3,679-69.6% | $4,876-77.1% |
| Participant deferral / active EE | $1,366 | $4,478-69.5% | $3,897-64.9% | $5,439-74.9% |
| Admin fee / account holder | $2,485 | $6,332-60.8% | $5,194-52.1% | $10,885-77.2% |