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 | $111,797 | $135,639-17.6% | $110,241+1.4% | $135,382-17.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.17% | 513.21%-504.0pp | 314.75%-305.6pp | 519.77%-510.6pp |
| Employer contribution / active EE | $2,812 | $4,907-42.7% | $3,827-26.5% | $4,779-41.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,500 | $11,457-86.9% | $8,548-82.4% | $10,829-86.1% |