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 | $76,039 | $144,130-47.2% | $117,861-35.5% | $147,586-48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.69% | 531.20%-514.5pp | 335.11%-318.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,110 | $4,897-36.5% | $3,786-17.9% | $4,876-36.2% |
| Participant deferral / active EE | $3,909 | $5,316-26.5% | $4,482-12.8% | $5,439-28.1% |
| Admin fee / account holder | $53,501 | $10,887+391.4% | $8,021+567.0% | $10,886+391.5% |