Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,935 | $118,695-41.9% | $98,916-30.3% | $158,950-56.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.27% | 372.39%-362.1pp | 196.45%-186.2pp | 302.91%-292.6pp |
| Employer contribution / active EE | $2,056 | $3,333-38.3% | $2,689-23.6% | $4,762-56.8% |
| Participant deferral / active EE | $5,110 | $5,088+0.4% | $4,245+20.4% | $5,983-14.6% |
| Admin fee / account holder | $7,747 | $10,132-23.5% | $6,642+16.6% | $11,248-31.1% |