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 | $131,196 | $140,592-6.7% | $123,105+6.6% | $125,389+4.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 69.38% | 16.80%+52.6pp | 13.22%+56.2pp | 282.24%-212.9pp |
| Employer contribution / active EE | $19,634 | $6,041+225.0% | $5,151+281.2% | $4,866+303.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,563 | $11,198-59.2% | $9,014-49.4% | $9,541-52.2% |