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 | $93,757 | $105,864-11.4% | $90,162+4.0% | $147,585-36.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.75% | 37.63%-16.9pp | 34.88%-14.1pp | 578.57%-557.8pp |
| Employer contribution / active EE | $7,680 | $4,126+86.1% | $3,318+131.5% | $4,876+57.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,212 | $8,046-84.9% | $5,943-79.6% | $10,885-88.9% |