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 | $133,946 | $190,916-29.8% | $160,037-16.3% | $134,545-0.4% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.0%+17.8pp | 81.2%+14.6pp |
| Annual return | 0.32% | 552.79%-552.5pp | 408.95%-408.6pp | 418.37%-418.0pp |
| Employer contribution / active EE | $19,998 | $4,996+300.3% | $4,226+373.2% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,709 | $10,497+30.6% | $8,716+57.3% | $11,431+19.9% |