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 | $37,863 | $150,447-74.8% | $136,298-72.2% | $147,586-74.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.70% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $4,452 | $5,256-15.3% | $4,696-5.2% | $4,876-8.7% |
| Participant deferral / active EE | $5,435 | $6,631-18.0% | $6,247-13.0% | $5,439-0.1% |
| Admin fee / account holder | $352 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |