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 | $91,701 | $176,402-48.0% | $134,162-31.6% | $158,966-42.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.13% | 63.66%-44.5pp | 36.35%-17.2pp | 302.95%-283.8pp |
| Employer contribution / active EE | $20,880 | $5,042+314.1% | $3,705+463.6% | $4,762+338.4% |
| Participant deferral / active EE | $8,666 | $4,093+111.7% | $3,500+147.6% | $5,983+44.8% |
| Admin fee / account holder | $801 | $8,719-90.8% | $6,685-88.0% | $11,250-92.9% |