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 | $91,425 | $154,159-40.7% | $130,026-29.7% | $139,456-34.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.65% | 32.50%-22.9pp | -137.26%+146.9pp | 373.45%-363.8pp |
| Employer contribution / active EE | $1,750 | $5,292-66.9% | $4,321-59.5% | $4,753-63.2% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,246 | $14,001-69.7% | $10,608-60.0% | $11,407-62.8% |