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 | $101,300 | $96,123+5.4% | $77,361+30.9% | $198,609-49.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 15.37% | 2054.81%-2039.4pp | 1011.54%-996.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,442 | $3,791-9.2% | $2,990+15.1% | $5,055-31.9% |
| Participant deferral / active EE | $8,827 | $4,975+77.4% | $3,911+125.7% | $6,977+26.5% |
| Admin fee / account holder | $1,200 | $9,471-87.3% | $5,894-79.6% | $19,030-93.7% |