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 | $50,695 | $183,516-72.4% | $155,534-67.4% | $145,884-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $17,239 | $5,315+224.4% | $4,675+268.8% | $4,662+269.7% |
| Participant deferral / active EE | $42,000 | $6,467+549.5% | $5,630+646.0% | $6,690+527.8% |
| Admin fee / account holder | $195,600 | $19,293+913.8% | $15,900+1130.2% | $13,392+1360.6% |