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 | $191,737 | $176,077+8.9% | $159,455+20.2% | $167,518+14.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.51% | 331.83%-314.3pp | 263.63%-246.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $10,932 | $5,298+106.3% | $4,830+126.3% | $4,838+125.9% |
| Participant deferral / active EE | $8,363 | $7,751+7.9% | $7,353+13.7% | $6,342+31.9% |
| Admin fee / account holder | $2,081 | $12,556-83.4% | $10,800-80.7% | $12,312-83.1% |