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 | $95,380 | $202,342-52.9% | $172,752-44.8% | $152,897-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.95% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,687 | $5,858-71.2% | $5,144-67.2% | $4,764-64.6% |
| Participant deferral / active EE | $7,976 | $5,948+34.1% | $5,198+53.4% | $5,851+36.3% |
| Admin fee / account holder | $6,226 | $17,111-63.6% | $13,955-55.4% | $11,599-46.3% |