Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $98,507 | $209,336-52.9% | $197,124-50.0% | $137,256-28.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.81% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $24,459 | $6,591+271.1% | $6,227+292.8% | $4,156+488.5% |
| Participant deferral / active EE | $45,052 | $9,614+368.6% | $9,135+393.2% | $6,407+603.2% |
| Admin fee / account holder | $61,370 | $17,308+254.6% | $16,298+276.5% | $12,270+400.2% |