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 | $128,372 | $169,356-24.2% | $129,406-0.8% | $145,897-12.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.81% | 14418.62%-14407.8pp | 9468.18%-9457.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $6,979 | $5,542+25.9% | $4,155+68.0% | $4,663+49.7% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $1,287 | $9,915-87.0% | $7,689-83.3% | $13,390-90.4% |