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 | $131,907 | $127,387+3.5% | $115,038+14.7% | $125,389+5.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.26% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $19,269 | $5,166+273.0% | $4,608+318.2% | $4,866+296.0% |
| Participant deferral / active EE | $10,974 | $6,423+70.9% | $6,026+82.1% | $5,352+105.1% |
| Admin fee / account holder | $1,141 | $9,516-88.0% | $8,175-86.0% | $9,541-88.0% |