Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $117,260 | $106,280+10.3% | $96,538+21.5% | $139,487-15.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.92% | 38.48%-23.6pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $17,603 | $4,107+328.6% | $3,740+370.6% | $4,755+270.2% |
| Participant deferral / active EE | $10,244 | $5,457+87.7% | $4,880+109.9% | $6,713+52.6% |
| Admin fee / account holder | $415 | $7,888-94.7% | $6,737-93.8% | $11,407-96.4% |