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 | $109,359 | $63,346+72.6% | $92,239+18.6% | $70,124+56.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.95% | 530.19%-513.2pp | 176.29%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $8,664 | $2,471+250.6% | $3,680+135.5% | $2,342+269.9% |
| Participant deferral / active EE | $6,814 | $2,854+138.8% | $3,897+74.9% | $3,332+104.5% |
| Admin fee / account holder | $1,894 | $3,841-50.7% | $5,194-63.5% | $4,645-59.2% |