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 | $70,081 | $176,077-60.2% | $159,455-56.0% | $167,518-58.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.73% | 331.83%-306.1pp | 263.63%-237.9pp | 478.71%-453.0pp |
| Employer contribution / active EE | $27,219 | $5,298+413.7% | $4,830+463.5% | $4,838+462.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,531 | $12,556-71.9% | $10,800-67.3% | $12,312-71.3% |