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 | $58,814 | $149,040-60.5% | $120,225-51.1% | $137,256-57.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.54% | 605.68%-595.1pp | 439.23%-428.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,798 | $4,350-58.7% | $3,475-48.3% | $4,156-56.7% |
| Participant deferral / active EE | $3,689 | $4,655-20.8% | $3,999-7.8% | $6,407-42.4% |
| Admin fee / account holder | $7,478 | $6,348+17.8% | $5,696+31.3% | $12,270-39.1% |