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 | $121,070 | $165,381-26.8% | $149,730-19.1% | $158,966-23.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.94% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.0pp |
| Employer contribution / active EE | $18,470 | $5,104+261.9% | $4,645+297.6% | $4,762+287.8% |
| Participant deferral / active EE | $13,710 | $7,182+90.9% | $6,843+100.4% | $5,983+129.1% |
| Admin fee / account holder | $1,485 | $10,809-86.3% | $9,310-84.1% | $11,250-86.8% |