Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $119,828 | $110,303+8.6% | $95,759+25.1% | $139,487-14.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.23% | 27.19%-10.0pp | 28.42%-11.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $18,100 | $3,261+455.1% | $2,836+538.2% | $4,755+280.7% |
| Participant deferral / active EE | $8,979 | $4,674+92.1% | $4,244+111.6% | $6,713+33.8% |
| Admin fee / account holder | $535 | $6,615-91.9% | $5,678-90.6% | $11,407-95.3% |