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 | $86,031 | $135,645-36.6% | $110,243-22.0% | $135,380-36.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.57% | 513.24%-510.7pp | 314.76%-312.2pp | 519.81%-517.2pp |
| Employer contribution / active EE | $7,766 | $4,907+58.3% | $3,827+102.9% | $4,779+62.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,949 | $11,458-56.8% | $8,548-42.1% | $10,828-54.3% |