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 | $40,300 | $198,457-79.7% | $170,435-76.4% | $147,586-72.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,451 | $6,183-60.4% | $5,432-54.9% | $4,876-49.7% |
| Participant deferral / active EE | $3,448 | $5,629-38.7% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $399 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |