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 | $36,125 | $154,193-76.6% | $130,045-72.2% | $139,466-74.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 32.51%-19.1pp | -137.30%+150.7pp | 373.66%-360.2pp |
| Employer contribution / active EE | $4,645 | $5,292-12.2% | $4,321+7.5% | $4,754-2.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,976 | $13,989-78.7% | $10,600-71.9% | $11,409-73.9% |