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 | $148,669 | $101,539+46.4% | $147,041+1.1% | $74,400+99.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.12% | 8740.84%-8727.7pp | 419.21%-406.1pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $3,563 | $3,811-6.5% | $4,935-27.8% | $2,624+35.8% |
| Participant deferral / active EE | $9,688 | $7,304+32.6% | $8,071+20.0% | $4,348+122.8% |
| Admin fee / account holder | $6,885 | $1,749+293.6% | $13,006-47.1% | $1,944+254.2% |