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 | $28,097 | $90,617-69.0% | $79,476-64.6% | $135,382-79.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.74% | 977.57%-974.8pp | 718.21%-715.5pp | 519.77%-517.0pp |
| Employer contribution / active EE | $2,303 | $3,068-24.9% | $2,800-17.8% | $4,779-51.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,012 | $5,907-49.0% | $5,113-41.1% | $10,829-72.2% |