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 | $30,478 | $160,028-81.0% | $147,080-79.3% | $145,884-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.60%-88.3pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,660 | $5,286+7.1% | $4,933+14.7% | $4,662+21.4% |
| Participant deferral / active EE | $15,135 | $8,422+79.7% | $8,066+87.6% | $6,690+126.2% |
| Admin fee / account holder | $51,992 | $15,030+245.9% | $12,989+300.3% | $13,392+288.2% |