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 | $66,803 | $166,268-59.8% | $165,100-59.5% | $145,897-54.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.52%-91.6pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,000 | $5,284-62.1% | $4,348-54.0% | $4,663-57.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $715 | $16,659-95.7% | $12,696-94.4% | $13,390-94.7% |