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 | $131,332 | $110,410+18.9% | $102,437+28.2% | $145,897-10.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.67% | 24.85%-6.2pp | 24.95%-6.3pp | 552.29%-533.6pp |
| Employer contribution / active EE | $9,213 | $4,217+118.5% | $3,871+138.0% | $4,663+97.6% |
| Participant deferral / active EE | $7,082 | $5,622+26.0% | $5,060+40.0% | $6,689+5.9% |
| Admin fee / account holder | $2,885 | $9,745-70.4% | $8,388-65.6% | $13,390-78.5% |