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 | $160,032 | $105,200+52.1% | $159,474+0.4% | $85,847+86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.80% | 45.08%-29.3pp | 263.68%-247.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $5,730 | $3,319+72.7% | $4,831+18.6% | $2,565+123.4% |
| Participant deferral / active EE | $6,295 | $5,946+5.9% | $7,353-14.4% | $3,952+59.3% |
| Admin fee / account holder | $34,825 | $6,934+402.2% | $10,802+222.4% | $6,261+456.2% |