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 | $172,152 | $114,093+50.9% | $96,171+79.0% | $167,536+2.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.47% | 190.00%-180.5pp | 192.04%-182.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $4,551 | $3,429+32.7% | $2,799+62.6% | $4,839-6.0% |
| Participant deferral / active EE | $4,845 | $5,197-6.8% | $4,350+11.4% | $6,342-23.6% |
| Admin fee / account holder | $1,537 | $6,899-77.7% | $5,538-72.3% | $12,315-87.5% |