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 | $204,967 | $68,398+199.7% | $94,664+116.5% | $75,173+172.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.63% | 616.72%-598.1pp | 156.84%-138.2pp | 160.72%-142.1pp |
| Employer contribution / active EE | $6,998 | $2,701+159.1% | $3,673+90.5% | $2,671+162.0% |
| Participant deferral / active EE | $9,049 | $6,537+38.4% | $7,417+22.0% | $4,126+119.3% |
| Admin fee / account holder | $41,612 | $5,324+681.6% | $7,222+476.2% | $5,651+636.4% |