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 | $89,839 | $87,733+2.4% | $106,555-15.7% | $85,847+4.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 85.86% | 21.86%+64.0pp | 26.80%+59.1pp | 318.61%-232.7pp |
| Employer contribution / active EE | $6,579 | $2,073+217.4% | $2,819+133.3% | $2,565+156.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,099 | $6,767-69.0% | $7,408-71.7% | $6,261-66.5% |