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 | $96,206 | $100,895-4.6% | $90,430+6.4% | $158,950-39.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.06% | 1725.54%-1713.5pp | 1293.73%-1281.7pp | 302.91%-290.9pp |
| Employer contribution / active EE | $17,260 | $3,689+367.9% | $3,262+429.2% | $4,762+262.5% |
| Participant deferral / active EE | $5,870 | $4,347+35.0% | $3,963+48.1% | $5,983-1.9% |
| Admin fee / account holder | $6,658 | $6,505+2.3% | $5,613+18.6% | $11,248-40.8% |