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 | $166,268-41.3% | $165,100-40.8% | $145,897-33.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.12% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $6,852 | $5,284+29.7% | $4,348+57.6% | $4,663+47.0% |
| Participant deferral / active EE | $22,155 | $6,964+218.1% | $6,035+267.1% | $6,689+231.2% |
| Admin fee / account holder | $372 | $16,659-97.8% | $12,696-97.1% | $13,390-97.2% |