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 | $116,276 | $51,638+125.2% | $68,368+70.1% | $82,448+41.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 41.54% | 37.53%+4.0pp | 292.57%-251.0pp | 41.64%-0.1pp |
| Employer contribution / active EE | $9,645 | $2,047+371.3% | $2,649+264.1% | $2,551+278.1% |
| Participant deferral / active EE | $8,707 | $2,914+198.9% | $4,123+111.2% | $4,139+110.4% |
| Admin fee / account holder | $35,615 | $4,643+667.0% | $5,150+591.6% | $7,234+392.3% |