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 | $66,445 | $111,814-40.6% | $93,654-29.1% | $145,959-54.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.88% | 203.30%-185.4pp | 133.34%-115.5pp | 561.95%-544.1pp |
| Employer contribution / active EE | $2,143 | $3,092-30.7% | $2,421-11.5% | $4,661-54.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,255 | $10,246-78.0% | $8,282-72.8% | $13,398-83.2% |