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 | $68,926 | $99,079-30.4% | $78,002-11.6% | $273,972-74.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 3.28% | 217.93%-214.6pp | 425.99%-422.7pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,500 | $3,308-24.4% | $2,470+1.2% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,214 | $8,954-41.8% | $5,481-4.9% | $10,133-48.5% |