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 | $91,147 | $185,905-51.0% | $170,057-46.4% | $139,487-34.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.38% | 60.56%-48.2pp | 53.42%-41.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $17,755 | $7,597+133.7% | $6,790+161.5% | $4,755+273.4% |
| Participant deferral / active EE | $20,160 | $11,627+73.4% | $10,411+93.6% | $6,713+200.3% |
| Admin fee / account holder | $645 | $15,397-95.8% | $12,826-95.0% | $11,407-94.3% |