Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $51,212 | $88,815-42.3% | $81,882-37.5% | $145,897-64.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.82% | 1033.75%-1015.9pp | 779.47%-761.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,825 | $3,086+23.9% | $2,916+31.2% | $4,663-18.0% |
| Participant deferral / active EE | $7,344 | $4,647+58.0% | $4,323+69.9% | $6,689+9.8% |
| Admin fee / account holder | $3,830 | $8,434-54.6% | $7,360-48.0% | $13,390-71.4% |