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 | $89,173 | $110,093-19.0% | $97,295-8.3% | $145,897-38.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.63% | 244.76%-236.1pp | 75.62%-67.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,667 | $3,077-45.8% | $2,723-38.8% | $4,663-64.2% |
| Participant deferral / active EE | $4,155 | $4,678-11.2% | $4,264-2.5% | $6,689-37.9% |
| Admin fee / account holder | $685 | $6,212-89.0% | $5,646-87.9% | $13,390-94.9% |