Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $129,405 | $99,053+30.6% | $88,179+46.8% | $138,895-6.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.87% | 78.17%-63.3pp | 64.97%-50.1pp | 145.39%-130.5pp |
| Employer contribution / active EE | $20,468 | $2,882+610.2% | $2,549+702.9% | $4,194+388.0% |
| Participant deferral / active EE | $18,533 | $5,225+254.7% | $4,614+301.7% | $6,396+189.8% |
| Admin fee / account holder | $941 | $8,748-89.2% | $7,673-87.7% | $12,562-92.5% |