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 | $134,311 | $149,741-10.3% | $118,914+12.9% | $158,982-15.5% |
| Participation rate | 93.8% | 82.1%+11.6pp | 75.4%+18.3pp | 82.0%+11.8pp |
| Annual return | 7.13% | 19.94%-12.8pp | 35.89%-28.8pp | 302.99%-295.9pp |
| Employer contribution / active EE | $14,114 | $4,119+242.7% | $3,264+332.4% | $4,763+196.3% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,110 | $8,607-29.0% | $6,582-7.2% | $11,252-45.7% |