Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $120,028 | $160,028-25.0% | $147,080-18.4% | $145,884-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $22,199 | $5,286+320.0% | $4,933+350.0% | $4,662+376.1% |
| Participant deferral / active EE | $21,900 | $8,422+160.0% | $8,066+171.5% | $6,690+227.4% |
| Admin fee / account holder | $1,619 | $15,030-89.2% | $12,989-87.5% | $13,392-87.9% |