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 | $97,674 | $166,131-41.2% | $164,975-40.8% | $145,877-33.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.12% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,852 | $5,276+29.9% | $4,343+57.8% | $4,663+46.9% |
| Participant deferral / active EE | $22,155 | $6,962+218.2% | $6,033+267.2% | $6,691+231.1% |
| Admin fee / account holder | $372 | $16,648-97.8% | $12,688-97.1% | $13,402-97.2% |