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 | $152,216 | $115,796+31.5% | $101,264+50.3% | $158,950-4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.79% | 56.15%-48.4pp | 46.48%-38.7pp | 302.91%-295.1pp |
| Employer contribution / active EE | $14,286 | $4,175+242.2% | $3,660+290.3% | $4,762+200.0% |
| Participant deferral / active EE | $9,839 | $4,958+98.5% | $4,370+125.1% | $5,983+64.5% |
| Admin fee / account holder | $123,760 | $7,247+1607.7% | $5,947+1981.1% | $11,248+1000.3% |