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 | $46,492 | $96,388-51.8% | $80,627-42.3% | $139,466-66.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.05% | 1352.08%-1332.0pp | 936.76%-916.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $3,512 | $3,260+7.7% | $2,723+29.0% | $4,754-26.1% |
| Participant deferral / active EE | $4,142 | $5,224-20.7% | $4,443-6.8% | $6,712-38.3% |
| Admin fee / account holder | $12,564 | $6,603+90.3% | $5,381+133.5% | $11,409+10.1% |