Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,165 | $88,778+7.2% | $81,844+16.3% | $145,884-34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.13% | 1033.03%-1021.9pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $6,123 | $3,087+98.3% | $2,916+109.9% | $4,662+31.3% |
| Participant deferral / active EE | $5,638 | $4,648+21.3% | $4,323+30.4% | $6,690-15.7% |
| Admin fee / account holder | $98,933 | $8,430+1073.6% | $7,355+1245.0% | $13,392+638.8% |