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 | $168,050 | $169,237-0.7% | $129,339+29.9% | $145,978+15.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.15% | 14364.43%-14355.3pp | 9437.05%-9427.9pp | 550.52%-541.4pp |
| Employer contribution / active EE | $9,272 | $5,540+67.4% | $4,154+123.2% | $4,662+98.9% |
| Participant deferral / active EE | $9,775 | $4,991+95.9% | $4,170+134.4% | $6,690+46.1% |
| Admin fee / account holder | $13,629 | $9,882+37.9% | $7,668+77.7% | $13,400+1.7% |