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 | $39,837 | $165,399-75.9% | $149,745-73.4% | $158,982-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 44.57% | 348.34%-303.8pp | 276.72%-232.1pp | 302.99%-258.4pp |
| Employer contribution / active EE | $2,361 | $5,105-53.8% | $4,646-49.2% | $4,763-50.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $21,562 | $10,811+99.4% | $9,312+131.6% | $11,252+91.6% |