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 | $126,713 | $127,387-0.5% | $115,038+10.1% | $125,389+1.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.68% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $10,197 | $5,166+97.4% | $4,608+121.3% | $4,866+109.6% |
| Participant deferral / active EE | $8,249 | $6,423+28.4% | $6,026+36.9% | $5,352+54.1% |
| Admin fee / account holder | $12,731 | $9,516+33.8% | $8,175+55.7% | $9,541+33.4% |