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 | $127,117 | $201,370-36.9% | $184,256-31.0% | $145,897-12.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.18% | 29.05%-9.9pp | 28.85%-9.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $26,225 | $7,024+273.4% | $6,427+308.0% | $4,663+462.5% |
| Participant deferral / active EE | $11,604 | $9,808+18.3% | $9,133+27.1% | $6,689+73.5% |
| Admin fee / account holder | $383 | $16,364-97.7% | $13,899-97.2% | $13,390-97.1% |