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 | $99,154 | $150,447-34.1% | $136,298-27.3% | $147,586-32.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.84% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.8pp |
| Employer contribution / active EE | $7,035 | $5,256+33.8% | $4,696+49.8% | $4,876+44.3% |
| Participant deferral / active EE | $9,038 | $6,631+36.3% | $6,247+44.7% | $5,439+66.2% |
| Admin fee / account holder | $7,252 | $10,906-33.5% | $9,244-21.5% | $10,886-33.4% |