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 | $140,144 | $157,296-10.9% | $141,191-0.7% | $152,897-8.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 48.31% | 64.34%-16.0pp | 71.41%-23.1pp | 345.43%-297.1pp |
| Employer contribution / active EE | $14,523 | $5,262+176.0% | $4,736+206.6% | $4,764+204.9% |
| Participant deferral / active EE | $15,870 | $7,111+123.2% | $6,710+136.5% | $5,851+171.2% |
| Admin fee / account holder | $377 | $12,125-96.9% | $10,264-96.3% | $11,599-96.7% |