Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,574 | $95,975+10.0% | $74,549+41.6% | $135,379-22.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.48% | 56.96%-53.5pp | 32.53%-29.1pp | 519.79%-516.3pp |
| Employer contribution / active EE | $1,629 | $2,716-40.0% | $1,961-16.9% | $4,779-65.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,334 | $6,522-48.9% | $5,059-34.1% | $10,828-69.2% |