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 | $67,841 | $99,011-31.5% | $86,582-21.6% | $147,586-54.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.56% | 1312.75%-1303.2pp | 965.08%-955.5pp | 578.59%-569.0pp |
| Employer contribution / active EE | $4,104 | $3,132+31.0% | $2,839+44.5% | $4,876-15.8% |
| Participant deferral / active EE | $2,270 | $3,972-42.8% | $3,609-37.1% | $5,439-58.3% |
| Admin fee / account holder | $16,718 | $5,709+192.8% | $4,904+240.9% | $10,886+53.6% |