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 | $158,656 | $185,883-14.6% | $170,043-6.7% | $139,466+13.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 398.91% | 60.54%+338.4pp | 53.40%+345.5pp | 373.66%+25.3pp |
| Employer contribution / active EE | $2,752 | $7,596-63.8% | $6,790-59.5% | $4,754-42.1% |
| Participant deferral / active EE | $18,877 | $11,626+62.4% | $10,410+81.3% | $6,712+181.2% |
| Admin fee / account holder | $453 | $15,393-97.1% | $12,824-96.5% | $11,409-96.0% |