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 | $77,941 | $167,030-53.3% | $135,768-42.6% | $155,188-49.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.80% | 678.39%-666.6pp | 526.10%-514.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $3,861 | $4,132-6.6% | $3,394+13.8% | $4,248-9.1% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,658 | $8,172-67.5% | $7,048-62.3% | $14,480-81.6% |