Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,222 | $234,190-81.1% | $180,320-75.5% | $198,609-77.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 10.64% | 1057.44%-1046.8pp | 778.54%-767.9pp | 202.70%-192.1pp |
| Employer contribution / active EE | $20,577 | $5,258+291.4% | $4,108+400.9% | $5,055+307.0% |
| Participant deferral / active EE | $10,984 | $4,988+120.2% | $4,304+155.2% | $6,977+57.4% |
| Admin fee / account holder | $32,916 | $12,558+162.1% | $10,000+229.2% | $19,030+73.0% |