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 | $99,369 | $183,516-45.9% | $155,534-36.1% | $145,884-31.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.54% | 61.43%-29.9pp | 64.92%-33.4pp | 551.85%-520.3pp |
| Employer contribution / active EE | $99,000 | $5,315+1762.8% | $4,675+2017.8% | $4,662+2023.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $102,411 | $19,293+430.8% | $15,900+544.1% | $13,392+664.7% |