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 | $30,569 | $82,630-63.0% | $64,105-52.3% | $125,388-75.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 2.63% | 1489.72%-1487.1pp | 791.24%-788.6pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,539 | $2,671-4.9% | $1,820+39.5% | $4,866-47.8% |
| Participant deferral / active EE | $10,937 | $3,608+203.1% | $2,822+287.6% | $5,352+104.4% |
| Admin fee / account holder | $11,725 | $6,382+83.7% | $4,499+160.6% | $9,541+22.9% |