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 | $64,881 | $88,702-26.9% | $81,780-20.7% | $145,978-55.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.91% | 1029.12%-1017.2pp | 776.27%-764.4pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,690 | $3,084-45.2% | $2,914-42.0% | $4,662-63.8% |
| Participant deferral / active EE | $1,861 | $4,645-59.9% | $4,321-56.9% | $6,690-72.2% |
| Admin fee / account holder | $5,426 | $8,414-35.5% | $7,384-26.5% | $13,400-59.5% |