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 | $133,481 | $201,370-33.7% | $184,256-27.6% | $145,897-8.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.14% | 29.05%-9.9pp | 28.85%-9.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $11,841 | $7,024+68.6% | $6,427+84.2% | $4,663+153.9% |
| Participant deferral / active EE | $10,857 | $9,808+10.7% | $9,133+18.9% | $6,689+62.3% |
| Admin fee / account holder | $7,557 | $16,364-53.8% | $13,899-45.6% | $13,390-43.6% |