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 | $144,405 | $152,592-5.4% | $125,180+15.4% | $152,885-5.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.38% | 54.84%-33.5pp | 43.79%-22.4pp | 345.39%-324.0pp |
| Employer contribution / active EE | $14,740 | $4,947+198.0% | $3,866+281.3% | $4,763+209.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,657 | $13,435-80.2% | $9,703-72.6% | $11,598-77.1% |