Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $132,766 | $93,589+41.9% | $135,942-2.3% | $75,181+76.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.17% | 30.90%-10.7pp | 68.28%-48.1pp | 160.69%-140.5pp |
| Employer contribution / active EE | $16,096 | $3,537+355.0% | $4,858+231.4% | $2,671+502.7% |
| Participant deferral / active EE | $14,833 | $6,405+131.6% | $7,759+91.2% | $4,126+259.5% |
| Admin fee / account holder | $386 | $6,977-94.5% | $10,764-96.4% | $5,650-93.2% |