Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $117,008 | $183,592-36.3% | $155,574-24.8% | $145,877-19.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.98% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $20,284 | $5,317+281.5% | $4,676+333.8% | $4,663+335.0% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $626 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |