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 | $86,565 | $93,373-7.3% | $152,473-43.2% | $85,847+0.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 23.90% | 21.84%+2.1pp | 757.59%-733.7pp | 318.61%-294.7pp |
| Employer contribution / active EE | $4,412 | $2,996+47.3% | $4,326+2.0% | $2,565+72.0% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,817-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,661 | $13,853-80.8% | $15,811-83.2% | $6,261-57.5% |