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 | $137,532 | $165,361-16.8% | $149,715-8.1% | $158,950-13.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.65% | 348.24%-324.6pp | 276.66%-253.0pp | 302.91%-279.3pp |
| Employer contribution / active EE | $11,386 | $5,103+123.1% | $4,645+145.1% | $4,762+139.1% |
| Participant deferral / active EE | $17,201 | $7,182+139.5% | $6,842+151.4% | $5,983+187.5% |
| Admin fee / account holder | $14,298 | $10,808+32.3% | $9,310+53.6% | $11,248+27.1% |