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 | $89,086 | $157,296-43.4% | $141,191-36.9% | $152,897-41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.47% | 64.34%-45.9pp | 71.41%-52.9pp | 345.43%-327.0pp |
| Employer contribution / active EE | $1,003 | $5,262-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,006 | $12,125-67.0% | $10,264-61.0% | $11,599-65.5% |