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 | $130,059 | $108,922+19.4% | $100,398+29.5% | $145,978-10.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 58.04%-44.4pp | 49.32%-35.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $5,768 | $4,426+30.3% | $3,946+46.2% | $4,662+23.7% |
| Participant deferral / active EE | $21,971 | $8,450+160.0% | $8,084+171.8% | $6,690+228.4% |
| Admin fee / account holder | $13,826 | $9,680+42.8% | $7,893+75.2% | $13,400+3.2% |