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 | $150,534 | $156,616-3.9% | $133,346+12.9% | $198,609-24.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 9.21% | 44.25%-35.0pp | 36.85%-27.6pp | 202.70%-193.5pp |
| Employer contribution / active EE | $12,533 | $3,368+272.1% | $2,853+339.2% | $5,055+147.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,010 | $17,468+3.1% | $14,264+26.3% | $19,030-5.4% |