Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $48,041 | $149,040-67.8% | $120,225-60.0% | $137,256-65.0% |
| Participation rate | 84.2% | 75.4%+8.8pp | 69.6%+14.6pp | 80.0%+4.3pp |
| Annual return | 10.37% | 605.68%-595.3pp | 439.23%-428.9pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,081 | $4,350-75.2% | $3,475-68.9% | $4,156-74.0% |
| Participant deferral / active EE | $2,996 | $4,655-35.6% | $3,999-25.1% | $6,407-53.2% |
| Admin fee / account holder | $7,300 | $6,348+15.0% | $5,696+28.2% | $12,270-40.5% |