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 | $134,532 | $148,623-9.5% | $135,974-1.1% | $139,466-3.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.47% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $18,502 | $5,246+252.7% | $4,859+280.8% | $4,754+289.2% |
| Participant deferral / active EE | $13,889 | $8,103+71.4% | $7,760+79.0% | $6,712+106.9% |
| Admin fee / account holder | $430 | $12,406-96.5% | $10,767-96.0% | $11,409-96.2% |