Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $115,227 | $166,242-30.7% | $165,071-30.2% | $145,884-21.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 100.44%-91.3pp | 70.17%-61.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,762 | $5,283-47.7% | $4,347-36.5% | $4,662-40.8% |
| Participant deferral / active EE | $8,154 | $6,964+17.1% | $6,035+35.1% | $6,690+21.9% |
| Admin fee / account holder | $4,951 | $16,658-70.3% | $12,695-61.0% | $13,392-63.0% |