Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,943 | $149,040-9.5% | $120,225+12.2% | $137,256-1.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.96% | 605.68%-587.7pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $140 | $4,350-96.8% | $3,475-96.0% | $4,156-96.6% |
| Participant deferral / active EE | $8,383 | $4,655+80.1% | $3,999+109.6% | $6,407+30.8% |
| Admin fee / account holder | $1,747 | $6,348-72.5% | $5,696-69.3% | $12,270-85.8% |