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 | $219,396 | $103,000+113.0% | $90,300+143.0% | $152,885+43.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.73% | 95.19%-81.5pp | 78.11%-64.4pp | 345.39%-331.7pp |
| Employer contribution / active EE | $7,618 | $3,138+142.7% | $2,854+166.9% | $4,763+59.9% |
| Participant deferral / active EE | $9,767 | $4,281+128.2% | $3,884+151.4% | $5,851+66.9% |
| Admin fee / account holder | $219,769 | $6,173+3459.9% | $5,353+4005.6% | $11,598+1794.9% |