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 | $55,204 | $183,516-69.9% | $155,534-64.5% | $145,884-62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,273 | $6,467-64.9% | $5,630-59.6% | $6,690-66.0% |
| Admin fee / account holder | $1,435 | $19,293-92.6% | $15,900-91.0% | $13,392-89.3% |