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 | $74,104 | $88,815-16.6% | $81,882-9.5% | $145,897-49.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 19.43% | 1033.75%-1014.3pp | 779.47%-760.0pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,826 | $4,647-39.2% | $4,323-34.6% | $6,689-57.8% |
| Admin fee / account holder | $90,103 | $8,434+968.3% | $7,360+1124.3% | $13,390+572.9% |