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 | $142,955 | $167,522-14.7% | $151,639-5.7% | $134,532+6.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 11.75% | 7.81%+3.9pp | 3.34%+8.4pp | 418.27%-406.5pp |
| Employer contribution / active EE | $4,298 | $6,828-37.1% | $6,165-30.3% | $4,741-9.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,721 | $13,780-65.7% | $11,613-59.4% | $11,429-58.7% |