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 | $84,001 | $109,872-23.5% | $98,483-14.7% | $167,536-49.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.65% | 1959.31%-1946.7pp | 1494.38%-1481.7pp | 478.82%-466.2pp |
| Employer contribution / active EE | $11,331 | $3,225+251.4% | $2,961+282.7% | $4,839+134.2% |
| Participant deferral / active EE | $2,986 | $4,673-36.1% | $4,276-30.2% | $6,342-52.9% |
| Admin fee / account holder | $1,055 | $6,757-84.4% | $5,953-82.3% | $12,315-91.4% |