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 | $77,898 | $209,888-62.9% | $189,545-58.9% | $167,553-53.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.35% | 748.66%-736.3pp | 555.36%-543.0pp | 478.89%-466.5pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,085 | $8,934+1.7% | $8,220+10.5% | $6,343+43.2% |
| Admin fee / account holder | $11,557 | $14,300-19.2% | $12,049-4.1% | $12,316-6.2% |