Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,393 | $112,121-21.2% | $95,960-7.9% | $158,966-44.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.77% | 171.16%-156.4pp | 91.63%-76.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $28,571 | $3,199+793.1% | $2,541+1024.3% | $4,762+499.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $426 | $10,135-95.8% | $6,797-93.7% | $11,250-96.2% |