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 | $98,376 | $156,398-37.1% | $147,318-33.2% | $138,895-29.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.19% | 78.75%-58.6pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $11,326 | $4,853+133.4% | $4,593+146.6% | $4,194+170.0% |
| Participant deferral / active EE | $27,130 | $8,237+229.3% | $7,906+243.1% | $6,396+324.2% |
| Admin fee / account holder | $418 | $14,976-97.2% | $13,708-96.9% | $12,562-96.7% |