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 | $65,734 | $112,131-41.4% | $95,964-31.5% | $158,982-58.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.62% | 171.19%-159.6pp | 91.64%-80.0pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,250 | $3,199-60.9% | $2,541-50.8% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $581 | $10,136-94.3% | $6,797-91.4% | $11,252-94.8% |