Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $101,757 | $73,978+37.6% | $96,515+5.4% | $75,173+35.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3167.52% | 26.72%+3140.8pp | 35.73%+3131.8pp | 160.72%+3006.8pp |
| Employer contribution / active EE | $5,324 | $2,931+81.7% | $3,740+42.4% | $2,671+99.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,409 | $5,219-53.8% | $6,735-64.2% | $5,651-57.4% |