Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $96,844 | $157,296-38.4% | $141,191-31.4% | $152,897-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.41% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $19,900 | $5,262+278.2% | $4,736+320.2% | $4,764+317.8% |
| Participant deferral / active EE | $9,100 | $7,111+28.0% | $6,710+35.6% | $5,851+55.5% |
| Admin fee / account holder | $966 | $12,125-92.0% | $10,264-90.6% | $11,599-91.7% |