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 | $90,463 | $196,972-54.1% | $182,262-50.4% | $198,609-54.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.54% | 158.27%-138.7pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $10,849 | $5,364+102.3% | $5,046+115.0% | $5,055+114.6% |
| Participant deferral / active EE | $5,146 | $8,643-40.5% | $8,276-37.8% | $6,977-26.2% |
| Admin fee / account holder | $2,599 | $18,429-85.9% | $16,712-84.4% | $19,030-86.3% |