Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $140,470 | $185,883-24.4% | $170,043-17.4% | $139,466+0.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.55% | 60.54%-48.0pp | 53.40%-40.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $3,249 | $7,596-57.2% | $6,790-52.1% | $4,754-31.7% |
| Participant deferral / active EE | $21,029 | $11,626+80.9% | $10,410+102.0% | $6,712+213.3% |
| Admin fee / account holder | $2,013 | $15,393-86.9% | $12,824-84.3% | $11,409-82.4% |