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 | $202,135 | $217,427-7.0% | $185,837+8.8% | $167,518+20.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.61% | 148.39%-138.8pp | 122.08%-112.5pp | 478.71%-469.1pp |
| Employer contribution / active EE | $10,823 | $5,874+84.2% | $5,168+109.4% | $4,838+123.7% |
| Participant deferral / active EE | $9,218 | $6,357+45.0% | $5,568+65.5% | $6,342+45.3% |
| Admin fee / account holder | $4,296 | $19,816-78.3% | $16,241-73.5% | $12,312-65.1% |