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 | $59,633 | $198,457-70.0% | $170,435-65.0% | $147,586-59.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.45% | 257.30%-243.9pp | 205.94%-192.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $12,041 | $6,183+94.7% | $5,432+121.6% | $4,876+146.9% |
| Participant deferral / active EE | $8,182 | $5,629+45.3% | $4,939+65.6% | $5,439+50.4% |
| Admin fee / account holder | $451 | $16,852-97.3% | $13,881-96.8% | $10,886-95.9% |