Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,622 | $184,000-55.1% | $162,185-49.1% | $152,909-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.90% | 150.80%-126.9pp | 115.61%-91.7pp | 345.46%-321.6pp |
| Employer contribution / active EE | $3,194 | $6,370-49.9% | $5,613-43.1% | $4,764-32.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,286 | $13,124-67.3% | $10,844-60.5% | $11,601-63.1% |