Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $129,783 | $183,539-29.3% | $155,556-16.6% | $145,897-11.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $13,645 | $5,315+156.7% | $4,675+191.8% | $4,663+192.6% |
| Participant deferral / active EE | $10,729 | $6,467+65.9% | $5,631+90.5% | $6,689+60.4% |
| Admin fee / account holder | $29,992 | $19,275+55.6% | $15,885+88.8% | $13,390+124.0% |