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 | $76,103 | $63,346+20.1% | $92,240-17.5% | $70,126+8.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.20% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $3,888 | $2,471+57.3% | $3,680+5.7% | $2,343+66.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,971 | $3,841-48.7% | $5,194-62.1% | $4,645-57.6% |