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 | $92,030 | $103,392-11.0% | $87,104+5.7% | $152,897-39.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.57% | 28.10%-7.5pp | 28.19%-7.6pp | 345.43%-324.9pp |
| Employer contribution / active EE | $7,312 | $3,221+127.0% | $2,521+190.0% | $4,764+53.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,855 | $12,194-43.8% | $7,491-8.5% | $11,599-40.9% |