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 | $85,932 | $78,682+9.2% | $109,188-21.3% | $85,851+0.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 38.09% | 25.09%+13.0pp | 25.76%+12.3pp | 318.63%-280.5pp |
| Employer contribution / active EE | $3,099 | $2,734+13.4% | $3,723-16.8% | $2,565+20.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $376 | $5,470-93.1% | $6,755-94.4% | $6,261-94.0% |