Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,364 | $176,786-39.8% | $146,643-27.5% | $167,536-36.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.14% | 24.04%-8.9pp | 22.75%-7.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $6,250 | $5,161+21.1% | $4,137+51.1% | $4,839+29.2% |
| Participant deferral / active EE | $9,629 | $6,440+49.5% | $5,506+74.9% | $6,342+51.8% |
| Admin fee / account holder | $732 | $13,262-94.5% | $10,280-92.9% | $12,315-94.1% |