Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $85,540 | $86,288-0.9% | $111,306-23.1% | $85,851-0.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 167.99% | 19.99%+148.0pp | 54.67%+113.3pp | 318.63%-150.6pp |
| Employer contribution / active EE | $13,261 | $2,044+548.9% | $2,732+385.4% | $2,565+416.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,406 | $8,189-82.8% | $7,966-82.4% | $6,261-77.5% |