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 | $45,104 | $150,442-70.0% | $136,295-66.9% | $147,585-69.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.54% | 1049.09%-1031.5pp | 5155.97%-5138.4pp | 578.56%-561.0pp |
| Employer contribution / active EE | $4,156 | $5,256-20.9% | $4,695-11.5% | $4,876-14.8% |
| Participant deferral / active EE | $10,047 | $6,630+51.5% | $6,247+60.8% | $5,439+84.7% |
| Admin fee / account holder | $935 | $10,905-91.4% | $9,243-89.9% | $10,885-91.4% |