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 | $41,175 | $129,737-68.3% | $119,126-65.4% | $154,746-73.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.94% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $6,709 | $4,375+53.4% | $4,034+66.3% | $4,379+53.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,427 | $11,961-37.9% | $10,693-30.5% | $14,365-48.3% |