Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $86,045 | $154,228-44.2% | $145,433-40.8% | $137,256-37.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $12,342 | $4,804+156.9% | $4,554+171.0% | $4,156+197.0% |
| Participant deferral / active EE | $17,663 | $8,216+115.0% | $7,897+123.7% | $6,407+175.7% |
| Admin fee / account holder | $19,785 | $14,344+37.9% | $13,129+50.7% | $12,270+61.2% |