Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $177,643 | $108,942+63.1% | $100,415+76.9% | $145,897+21.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 58.27%-48.1pp | 49.47%-39.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,525 | $4,422-20.3% | $3,943-10.6% | $4,663-24.4% |
| Participant deferral / active EE | $20,000 | $8,461+136.4% | $8,091+147.2% | $6,689+199.0% |
| Admin fee / account holder | $1,181 | $9,702-87.8% | $7,906-85.1% | $13,390-91.2% |