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 | $120,796 | $152,619-20.9% | $125,195-3.5% | $152,909-21.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.91% | 54.85%-27.9pp | 43.79%-16.9pp | 345.46%-318.6pp |
| Employer contribution / active EE | $16,612 | $4,947+235.8% | $3,866+329.7% | $4,764+248.7% |
| Participant deferral / active EE | $8,791 | $5,869+49.8% | $4,937+78.1% | $5,851+50.2% |
| Admin fee / account holder | $654 | $13,437-95.1% | $9,704-93.3% | $11,601-94.4% |