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 | $173,351 | $90,530+91.5% | $76,030+128.0% | $145,897+18.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 625.08%-612.0pp | 361.54%-348.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $22,836 | $3,319+588.0% | $2,688+749.7% | $4,663+389.8% |
| Participant deferral / active EE | $15,341 | $5,164+197.0% | $4,257+260.4% | $6,689+129.3% |
| Admin fee / account holder | $1,647 | $8,383-80.4% | $6,421-74.4% | $13,390-87.7% |