Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $183,250 | $211,239-13.2% | $178,528+2.6% | $145,877+25.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.92% | 30.22%-12.3pp | 27.11%-9.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $24,617 | $4,570+438.6% | $3,950+523.1% | $4,663+427.9% |
| Participant deferral / active EE | $9,200 | $6,963+32.1% | $6,278+46.5% | $6,691+37.5% |
| Admin fee / account holder | $2,082 | $12,095-82.8% | $10,419-80.0% | $13,402-84.5% |