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 | $141,549 | $88,778+59.4% | $81,844+73.0% | $145,884-3.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.87% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,315 | $3,087+7.4% | $2,916+13.7% | $4,662-28.9% |
| Participant deferral / active EE | $5,087 | $4,648+9.4% | $4,323+17.7% | $6,690-24.0% |
| Admin fee / account holder | $4,055 | $8,430-51.9% | $7,355-44.9% | $13,392-69.7% |