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 | $64,553 | $109,967-41.3% | $97,197-33.6% | $145,877-55.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.08% | 244.27%-228.2pp | 75.47%-59.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $6,667 | $3,077+116.7% | $2,723+144.9% | $4,663+43.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,885 | $6,199-69.6% | $5,637-66.6% | $13,402-85.9% |