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 | $64,212 | $72,446-11.4% | $67,561-5.0% | $145,877-56.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.70% | 7211.98%-7202.3pp | 3525.44%-3515.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $9,808 | $3,072+219.3% | $2,735+258.7% | $4,663+110.3% |
| Participant deferral / active EE | $3,421 | $4,785-28.5% | $4,003-14.5% | $6,691-48.9% |
| Admin fee / account holder | $12,204 | $5,541+120.2% | $4,006+204.7% | $13,402-8.9% |