Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $149,033 | $102,382+45.6% | $147,005+1.4% | $80,874+84.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.91% | 134.89%-115.0pp | 418.76%-398.9pp | 35.62%-15.7pp |
| Employer contribution / active EE | $11,184 | $3,715+201.1% | $4,934+126.7% | $2,756+305.8% |
| Participant deferral / active EE | $14,111 | $6,646+112.3% | $8,070+74.9% | $4,297+228.4% |
| Admin fee / account holder | $9,074 | $7,942+14.2% | $13,006-30.2% | $6,935+30.8% |