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 | $128,827 | $185,883-30.7% | $170,043-24.2% | $139,466-7.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.32% | 60.54%-44.2pp | 53.40%-37.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,696 | $7,596-64.5% | $6,790-60.3% | $4,754-43.3% |
| Participant deferral / active EE | $19,500 | $11,626+67.7% | $10,410+87.3% | $6,712+190.5% |
| Admin fee / account holder | $1,655 | $15,393-89.3% | $12,824-87.1% | $11,409-85.5% |