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 | $35,073 | $63,346-44.6% | $92,239-62.0% | $70,124-50.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.65% | 530.19%-514.5pp | 176.29%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,060 | $2,471+23.8% | $3,680-16.8% | $2,342+30.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,368 | $3,841-64.4% | $5,194-73.7% | $4,645-70.5% |