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 | $105,821 | $110,379-4.1% | $102,412+3.3% | $145,884-27.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.31% | 24.84%+8.5pp | 24.94%+8.4pp | 551.85%-518.5pp |
| Employer contribution / active EE | $7,316 | $4,216+73.5% | $3,870+89.1% | $4,662+56.9% |
| Participant deferral / active EE | $3,830 | $5,622-31.9% | $5,060-24.3% | $6,690-42.8% |
| Admin fee / account holder | $1,058 | $9,745-89.1% | $8,388-87.4% | $13,392-92.1% |