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 | $125,448 | $127,296-1.5% | $109,907+14.1% | $167,536-25.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.13% | 22.97%-3.8pp | 29.46%-10.3pp | 478.82%-459.7pp |
| Employer contribution / active EE | $3,000 | $3,325-9.8% | $2,844+5.5% | $4,839-38.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $23,873 | $7,119+235.3% | $6,069+293.4% | $12,315+93.9% |