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 | $70,741 | $73,546-3.8% | $63,018+12.3% | $147,586-52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.77% | 175.56%-161.8pp | 87.62%-73.9pp | 578.59%-564.8pp |
| Employer contribution / active EE | $9,553 | $3,324+187.4% | $2,761+246.0% | $4,876+95.9% |
| Participant deferral / active EE | $1,410 | $4,185-66.3% | $3,330-57.6% | $5,439-74.1% |
| Admin fee / account holder | $1,493 | $5,956-74.9% | $3,601-58.5% | $10,886-86.3% |