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 | $97,875 | $138,072-29.1% | $123,549-20.8% | $135,382-27.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.99% | 153.69%-147.7pp | 119.20%-113.2pp | 519.77%-513.8pp |
| Employer contribution / active EE | $3,498 | $5,152-32.1% | $4,628-24.4% | $4,779-26.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,556 | $10,917-76.6% | $9,284-72.5% | $10,829-76.4% |