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 | $123,948 | $172,111-28.0% | $150,298-17.5% | $137,256-9.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.27% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $10,773 | $4,636+132.4% | $4,154+159.3% | $4,156+159.2% |
| Participant deferral / active EE | $12,400 | $6,166+101.1% | $5,453+127.4% | $6,407+93.5% |
| Admin fee / account holder | $3,754 | $16,471-77.2% | $14,116-73.4% | $12,270-69.4% |