Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $103,753 | $180,459-42.5% | $154,108-32.7% | $135,380-23.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.60% | 888.21%-880.6pp | 735.21%-727.6pp | 519.81%-512.2pp |
| Employer contribution / active EE | $12,692 | $6,035+110.3% | $5,298+139.6% | $4,779+165.6% |
| Participant deferral / active EE | $7,771 | $5,806+33.8% | $5,081+53.0% | $5,609+38.6% |
| Admin fee / account holder | $32,633 | $16,145+102.1% | $13,411+143.3% | $10,828+201.4% |