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 | $98,857 | $88,778+11.4% | $81,844+20.8% | $145,884-32.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.63% | 1033.03%-1021.4pp | 778.87%-767.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,023 | $3,087-66.9% | $2,916-64.9% | $4,662-78.1% |
| Participant deferral / active EE | $25,385 | $4,648+446.1% | $4,323+487.1% | $6,690+279.5% |
| Admin fee / account holder | $462 | $8,430-94.5% | $7,355-93.7% | $13,392-96.6% |