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 | $19,395 | $183,592-89.4% | $155,574-87.5% | $145,877-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 126.41% | 61.37%+65.0pp | 64.87%+61.5pp | 551.28%-424.9pp |
| Employer contribution / active EE | $2,271 | $5,317-57.3% | $4,676-51.4% | $4,663-51.3% |
| Participant deferral / active EE | $5,307 | $6,466-17.9% | $5,629-5.7% | $6,691-20.7% |
| Admin fee / account holder | $3,262 | $19,316-83.1% | $15,914-79.5% | $13,402-75.7% |