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 | $96,176 | $183,539-47.6% | $155,556-38.2% | $145,897-34.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 61.31%-46.9pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,057 | $5,315-61.3% | $4,675-56.0% | $4,663-55.9% |
| Participant deferral / active EE | $5,320 | $6,467-17.7% | $5,631-5.5% | $6,689-20.5% |
| Admin fee / account holder | $7,016 | $19,275-63.6% | $15,885-55.8% | $13,390-47.6% |