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 | $100,767 | $103,000-2.2% | $90,300+11.6% | $152,885-34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 152.16% | 95.19%+57.0pp | 78.11%+74.0pp | 345.39%-193.2pp |
| Employer contribution / active EE | $3,134 | $3,138-0.1% | $2,854+9.8% | $4,763-34.2% |
| Participant deferral / active EE | $10,879 | $4,281+154.1% | $3,884+180.1% | $5,851+85.9% |
| Admin fee / account holder | $8,458 | $6,173+37.0% | $5,353+58.0% | $11,598-27.1% |