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 | $115,228 | $109,872+4.9% | $98,483+17.0% | $167,536-31.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.73% | 1959.31%-1946.6pp | 1494.38%-1481.7pp | 478.82%-466.1pp |
| Employer contribution / active EE | $10,779 | $3,225+234.2% | $2,961+264.1% | $4,839+122.8% |
| Participant deferral / active EE | $9,624 | $4,673+105.9% | $4,276+125.0% | $6,342+51.7% |
| Admin fee / account holder | $794 | $6,757-88.2% | $5,953-86.7% | $12,315-93.6% |