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 | $208,801 | $168,635+23.8% | $147,617+41.4% | $125,389+66.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.15% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $7,481 | $6,252+19.7% | $5,564+34.4% | $4,866+53.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $462 | $13,580-96.6% | $11,612-96.0% | $9,541-95.2% |