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 | $110,747 | $134,817-17.9% | $123,973-10.7% | $155,188-28.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.81% | 515.49%-506.7pp | 388.13%-379.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $4,134 | $4,425-6.6% | $4,126+0.2% | $4,248-2.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $758 | $13,245-94.3% | $11,799-93.6% | $14,480-94.8% |