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 | $160,043 | $121,701+31.5% | $104,639+52.9% | $158,982+0.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.01% | 465.72%-456.7pp | 340.67%-331.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $5,238 | $3,165+65.5% | $2,682+95.3% | $4,763+10.0% |
| Participant deferral / active EE | $22,903 | $4,176+448.5% | $3,738+512.7% | $5,983+282.8% |
| Admin fee / account holder | $96,933 | $7,778+1146.3% | $6,465+1399.3% | $11,252+761.5% |