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 | $79,833 | $95,975-16.8% | $74,549+7.1% | $135,379-41.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.08% | 56.96%-52.9pp | 32.53%-28.5pp | 519.79%-515.7pp |
| Employer contribution / active EE | $4,015 | $2,716+47.8% | $1,961+104.8% | $4,779-16.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $930 | $6,522-85.7% | $5,059-81.6% | $10,828-91.4% |