Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $153,271 | $175,231-12.5% | $149,696+2.4% | $139,466+9.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.62% | 166.77%-148.2pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $11,891 | $5,478+117.1% | $4,821+146.7% | $4,754+150.1% |
| Participant deferral / active EE | $8,958 | $6,521+37.4% | $5,682+57.7% | $6,712+33.5% |
| Admin fee / account holder | $9,753 | $16,155-39.6% | $13,212-26.2% | $11,409-14.5% |