Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,281 | $90,614-21.3% | $76,089-6.3% | $145,877-51.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.29% | 623.80%-613.5pp | 360.94%-350.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,336 | $3,324-29.7% | $2,690-13.2% | $4,663-49.9% |
| Participant deferral / active EE | $2,989 | $5,168-42.2% | $4,259-29.8% | $6,691-55.3% |
| Admin fee / account holder | $1,440 | $8,376-82.8% | $6,418-77.6% | $13,402-89.3% |