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 | $29,730 | $157,304-81.1% | $141,197-78.9% | $152,909-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 557.62% | 64.34%+493.3pp | 71.41%+486.2pp | 345.46%+212.2pp |
| Employer contribution / active EE | $2,584 | $5,263-50.9% | $4,736-45.4% | $4,764-45.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,263 | $12,126-89.6% | $10,265-87.7% | $11,601-89.1% |