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 | $46,960 | $180,459-74.0% | $154,108-69.5% | $135,380-65.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.73% | 888.21%-883.5pp | 735.21%-730.5pp | 519.81%-515.1pp |
| Employer contribution / active EE | $7,922 | $6,035+31.3% | $5,298+49.5% | $4,779+65.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,214 | $16,145-42.9% | $13,411-31.3% | $10,828-14.9% |