Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $95,714 | $68,097+40.6% | $62,929+52.1% | $137,256-30.3% |
| Participation rate | 95.8% | 77.4%+18.4pp | 73.1%+22.7pp | 80.0%+15.9pp |
| Annual return | 25.16% | 1859.11%-1834.0pp | 1063.93%-1038.8pp | 220.34%-195.2pp |
| Employer contribution / active EE | $4,554 | $2,811+62.0% | $2,505+81.8% | $4,156+9.6% |
| Participant deferral / active EE | $18,732 | $4,553+311.5% | $3,888+381.7% | $6,407+192.4% |
| Admin fee / account holder | $7,286 | $6,521+11.7% | $5,065+43.9% | $12,270-40.6% |