Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $107,132 | $72,426+47.9% | $67,560+58.6% | $145,897-26.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 7226.78%-7207.5pp | 3533.50%-3514.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $6,996 | $3,074+127.6% | $2,737+155.6% | $4,663+50.0% |
| Participant deferral / active EE | $17,013 | $4,785+255.5% | $4,004+324.9% | $6,689+154.3% |
| Admin fee / account holder | $62,262 | $5,514+1029.2% | $3,994+1458.9% | $13,390+365.0% |