Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $148,886 | $168,626-11.7% | $133,698+11.4% | $145,897+2.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 18.65% | 1168.99%-1150.3pp | 580.90%-562.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,382 | $5,290-55.0% | $4,218-43.5% | $4,663-48.9% |
| Participant deferral / active EE | $10,049 | $8,688+15.7% | $7,016+43.2% | $6,689+50.2% |
| Admin fee / account holder | $3,509 | $9,638-63.6% | $6,703-47.6% | $13,390-73.8% |