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 | $168,283 | $96,361+74.6% | $80,607+108.8% | $139,456+20.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.64% | 1350.95%-1336.3pp | 936.11%-921.5pp | 373.45%-358.8pp |
| Employer contribution / active EE | $18,342 | $3,262+462.2% | $2,724+573.3% | $4,753+285.9% |
| Participant deferral / active EE | $10,000 | $5,232+91.1% | $4,448+124.8% | $6,711+49.0% |
| Admin fee / account holder | $5,414 | $6,601-18.0% | $5,379+0.6% | $11,407-52.5% |