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 | $224,873 | $168,636+33.3% | $147,617+52.3% | $125,393+79.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.56% | 77.65%-78.2pp | 61.98%-62.5pp | 282.23%-282.8pp |
| Employer contribution / active EE | $12,028 | $6,252+92.4% | $5,565+116.1% | $4,866+147.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,667 | $13,580-73.0% | $11,611-68.4% | $9,541-61.6% |