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 | $54,003 | $58,234-7.3% | $81,783-34.0% | $80,874-33.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.31% | 41.70%-30.4pp | 775.05%-763.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $10,640 | $2,341+354.4% | $2,913+265.3% | $2,756+286.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $980 | $4,982-80.3% | $7,380-86.7% | $6,935-85.9% |