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 | $113,082 | $183,627-38.4% | $155,602-27.3% | $145,978-22.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.58% | 61.32%-42.7pp | 64.81%-46.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $3,176 | $5,316-40.3% | $4,675-32.1% | $4,662-31.9% |
| Participant deferral / active EE | $7,875 | $6,466+21.8% | $5,629+39.9% | $6,690+17.7% |
| Admin fee / account holder | $713 | $19,327-96.3% | $15,923-95.5% | $13,400-94.7% |