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 | $36,186 | $88,754-59.2% | $81,820-55.8% | $145,877-75.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.23% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,600 | $4,648-1.0% | $4,323+6.4% | $6,691-31.2% |
| Admin fee / account holder | $9,387 | $8,424+11.4% | $7,391+27.0% | $13,402-30.0% |