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 | $96,247 | $103,008-6.6% | $90,304+6.6% | $152,897-37.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.53% | 95.22%-73.7pp | 78.13%-56.6pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,212 | $4,281+161.9% | $3,885+188.6% | $5,851+91.6% |
| Admin fee / account holder | $7,109 | $6,175+15.1% | $5,354+32.8% | $11,599-38.7% |