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 | $127,571 | $127,298+0.2% | $109,916+16.1% | $167,553-23.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.16% | 22.97%-10.8pp | 29.46%-17.3pp | 478.89%-466.7pp |
| Employer contribution / active EE | $11,111 | $3,325+234.2% | $2,844+290.7% | $4,840+129.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,594 | $7,119-49.5% | $6,069-40.8% | $12,316-70.8% |