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 | $141,350 | $199,109-29.0% | $173,730-18.6% | $154,746-8.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.07% | 20.02%-4.0pp | 19.96%-3.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $9,712 | $5,311+82.9% | $4,577+112.2% | $4,379+121.8% |
| Participant deferral / active EE | $31,000 | $7,113+335.9% | $6,326+390.0% | $6,730+360.6% |
| Admin fee / account holder | $52,973 | $20,916+153.3% | $17,523+202.3% | $14,365+268.8% |