Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $112,991 | $251,004-55.0% | $191,597-41.0% | $138,895-18.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 14.72% | 31.05%-16.3pp | 27.07%-12.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $27,643 | $6,226+344.0% | $5,025+450.1% | $4,194+559.1% |
| Participant deferral / active EE | $21,086 | $8,154+158.6% | $6,850+207.8% | $6,396+229.7% |
| Admin fee / account holder | $45,506 | $31,471+44.6% | $22,799+99.6% | $12,562+262.2% |