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 | $131,360 | $157,304-16.5% | $141,197-7.0% | $152,909-14.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 22.75% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,083 | $5,263-60.4% | $4,736-56.0% | $4,764-56.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,046 | $12,126-33.6% | $10,265-21.6% | $11,601-30.6% |