Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,391 | $148,623-35.8% | $135,974-29.8% | $139,466-31.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.99% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $14,993 | $5,246+185.8% | $4,859+208.6% | $4,754+215.4% |
| Participant deferral / active EE | $12,459 | $8,103+53.8% | $7,760+60.6% | $6,712+85.6% |
| Admin fee / account holder | $4,099 | $12,406-67.0% | $10,767-61.9% | $11,409-64.1% |