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 | $138,813 | $201,344-31.1% | $184,243-24.7% | $145,877-4.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.99% | 29.01%-9.0pp | 28.82%-8.8pp | 551.28%-531.3pp |
| Employer contribution / active EE | $15,772 | $7,022+124.6% | $6,427+145.4% | $4,663+238.2% |
| Participant deferral / active EE | $15,353 | $9,807+56.6% | $9,132+68.1% | $6,691+129.5% |
| Admin fee / account holder | $1,185 | $16,382-92.8% | $13,914-91.5% | $13,402-91.2% |