Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,722 | $181,062-41.1% | $158,223-32.5% | $155,188-31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 25.08% | 57.39%-32.3pp | 52.09%-27.0pp | 148.84%-123.8pp |
| Employer contribution / active EE | $18,025 | $4,565+294.9% | $4,109+338.7% | $4,248+324.3% |
| Participant deferral / active EE | $7,987 | $6,134+30.2% | $5,467+46.1% | $6,531+22.3% |
| Admin fee / account holder | $362 | $18,825-98.1% | $16,047-97.7% | $14,480-97.5% |