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 | $157,370 | $102,385+53.7% | $147,080+7.0% | $80,935+94.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.66% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $7,175 | $3,717+93.1% | $4,933+45.4% | $2,757+160.3% |
| Participant deferral / active EE | $11,998 | $6,651+80.4% | $8,066+48.7% | $4,299+179.1% |
| Admin fee / account holder | $42,357 | $7,951+432.7% | $12,989+226.1% | $6,924+511.7% |