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 | $122,780 | $157,304-21.9% | $141,197-13.0% | $152,909-19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.97% | 64.34%-44.4pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $16,106 | $5,263+206.0% | $4,736+240.1% | $4,764+238.1% |
| Participant deferral / active EE | $15,101 | $7,111+112.4% | $6,710+125.0% | $5,851+158.1% |
| Admin fee / account holder | $45,465 | $12,126+274.9% | $10,265+342.9% | $11,601+291.9% |