Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,221 | $129,737-22.0% | $119,126-15.0% | $154,746-34.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.49% | 379.08%-357.6pp | 282.11%-260.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,993 | $4,375-8.7% | $4,034-1.0% | $4,379-8.8% |
| Participant deferral / active EE | $12,157 | $5,842+108.1% | $5,318+128.6% | $6,730+80.6% |
| Admin fee / account holder | $850 | $11,961-92.9% | $10,693-92.1% | $14,365-94.1% |