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 | $120,557 | $47,479+153.9% | $62,929+91.6% | $82,448+46.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.99% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $8,802 | $1,885+366.9% | $2,505+251.5% | $2,551+245.1% |
| Participant deferral / active EE | $7,840 | $2,870+173.1% | $3,888+101.6% | $4,139+89.4% |
| Admin fee / account holder | $6,946 | $3,804+82.6% | $5,065+37.2% | $7,234-4.0% |