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 | $132,938 | $138,075-3.7% | $123,552+7.6% | $135,379-1.8% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 0.54% | 153.70%-153.2pp | 119.20%-118.7pp | 519.79%-519.2pp |
| Employer contribution / active EE | $6,518 | $5,152+26.5% | $4,628+40.8% | $4,779+36.4% |
| Participant deferral / active EE | $6,578 | $6,800-3.3% | $6,426+2.4% | $5,609+17.3% |
| Admin fee / account holder | $1,213 | $10,917-88.9% | $9,285-86.9% | $10,828-88.8% |