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 | $131,319 | $85,171+54.2% | $172,753-24.0% | $72,976+79.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.51% | 27.32%-1.8pp | 803.00%-777.5pp | 81.02%-55.5pp |
| Employer contribution / active EE | $4,771 | $3,324+43.5% | $5,144-7.3% | $2,440+95.5% |
| Participant deferral / active EE | $6,532 | $3,260+100.4% | $5,198+25.7% | $3,608+81.0% |
| Admin fee / account holder | $429 | $5,880-92.7% | $13,956-96.9% | $5,124-91.6% |