Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $126,650 | $201,370-37.1% | $184,256-31.3% | $145,897-13.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.93% | 29.05%-1.1pp | 28.85%-0.9pp | 552.29%-524.4pp |
| Employer contribution / active EE | $27,035 | $7,024+284.9% | $6,427+320.6% | $4,663+479.8% |
| Participant deferral / active EE | $21,183 | $9,808+116.0% | $9,133+131.9% | $6,689+216.7% |
| Admin fee / account holder | $936 | $16,364-94.3% | $13,899-93.3% | $13,390-93.0% |