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 | $100,826 | $138,075-27.0% | $123,552-18.4% | $135,379-25.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.30% | 153.70%-153.4pp | 119.20%-118.9pp | 519.79%-519.5pp |
| Employer contribution / active EE | $4,881 | $5,152-5.3% | $4,628+5.5% | $4,779+2.1% |
| Participant deferral / active EE | $7,096 | $6,800+4.4% | $6,426+10.4% | $5,609+26.5% |
| Admin fee / account holder | $132,996 | $10,917+1118.3% | $9,285+1332.4% | $10,828+1128.3% |