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 | $96,477 | $135,645-28.9% | $110,243-12.5% | $135,380-28.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.96% | 513.24%-505.3pp | 314.76%-306.8pp | 519.81%-511.8pp |
| Employer contribution / active EE | $2,695 | $4,907-45.1% | $3,827-29.6% | $4,779-43.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,769 | $11,458-84.6% | $8,548-79.3% | $10,828-83.7% |