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 | $120,690 | $140,592-14.2% | $123,106-2.0% | $125,393-3.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.88% | 16.80%-18.7pp | 13.22%-15.1pp | 282.23%-284.1pp |
| Employer contribution / active EE | $16,236 | $6,041+168.8% | $5,151+215.2% | $4,866+233.7% |
| Participant deferral / active EE | $12,309 | $6,980+76.3% | $6,229+97.6% | $5,351+130.0% |
| Admin fee / account holder | $21,066 | $11,198+88.1% | $9,015+133.7% | $9,541+120.8% |