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 | $22,282 | $109,372-79.6% | $89,414-75.1% | $158,966-86.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.31% | 345.55%-332.2pp | 245.50%-232.2pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,179 | $3,171-31.3% | $2,586-15.7% | $4,762-54.2% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,780 | $6,156-54.8% | $4,883-43.1% | $11,250-75.3% |