Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,300 | $202,342-66.7% | $172,753-61.0% | $152,909-56.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.52% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-326.9pp |
| Employer contribution / active EE | $4,447 | $5,857-24.1% | $5,144-13.6% | $4,764-6.7% |
| Participant deferral / active EE | $7,154 | $5,948+20.3% | $5,198+37.6% | $5,851+22.3% |
| Admin fee / account holder | $16,782 | $17,112-1.9% | $13,956+20.3% | $11,601+44.7% |