Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $138,279 | $184,014-24.9% | $161,149-14.2% | $138,895-0.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.29% | 21.52%-6.2pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $28,250 | $5,055+458.8% | $4,360+547.9% | $4,194+573.5% |
| Participant deferral / active EE | $15,500 | $6,909+124.3% | $6,153+151.9% | $6,396+142.3% |
| Admin fee / account holder | $2,653 | $18,027-85.3% | $15,194-82.5% | $12,562-78.9% |