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 | $57,027 | $160,059-64.4% | $140,019-59.3% | $135,382-57.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.14% | 911.44%-911.3pp | 651.15%-651.0pp | 519.77%-519.6pp |
| Employer contribution / active EE | $3,600 | $6,420-43.9% | $5,605-35.8% | $4,779-24.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,271 | $13,328+59.6% | $10,705+98.7% | $10,829+96.4% |