Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,740 | $102,595-25.2% | $94,057-18.4% | $154,746-50.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.28% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,192 | $3,147-30.3% | $2,933-25.3% | $4,379-49.9% |
| Participant deferral / active EE | $3,746 | $5,118-26.8% | $4,709-20.4% | $6,730-44.3% |
| Admin fee / account holder | $918 | $7,736-88.1% | $7,244-87.3% | $14,365-93.6% |