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 | $96,929 | $162,821-40.5% | $133,978-27.7% | $158,982-39.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.66% | 41.95%-35.3pp | 45.10%-38.4pp | 302.99%-296.3pp |
| Employer contribution / active EE | $1,429 | $4,976-71.3% | $3,919-63.5% | $4,763-70.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $496 | $11,742-95.8% | $8,930-94.4% | $11,252-95.6% |