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 | $68,028 | $47,479+43.3% | $62,929+8.1% | $82,448-17.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 26.37% | 20.34%+6.0pp | 1063.93%-1037.6pp | 41.64%-15.3pp |
| Employer contribution / active EE | $10,297 | $1,885+446.1% | $2,505+311.1% | $2,551+303.6% |
| Participant deferral / active EE | $11,764 | $2,870+309.8% | $3,888+202.6% | $4,139+184.2% |
| Admin fee / account holder | $23,711 | $3,804+523.3% | $5,065+368.2% | $7,234+227.7% |