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 | $100,670 | $174,379-42.3% | $152,093-33.8% | $138,895-27.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.62% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $20,000 | $4,652+329.9% | $4,175+379.1% | $4,194+376.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,812 | $16,880-71.5% | $14,497-66.8% | $12,562-61.7% |