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 | $113,366 | $106,008+6.9% | $92,240+22.9% | $147,586-23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 50.05%-35.7pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,306 | $4,333-46.8% | $3,680-37.3% | $4,876-52.7% |
| Participant deferral / active EE | $1,956 | $4,478-56.3% | $3,897-49.8% | $5,439-64.0% |
| Admin fee / account holder | $14,307 | $6,333+125.9% | $5,194+175.4% | $10,886+31.4% |