Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,167 | $183,592-42.7% | $155,574-32.4% | $145,877-27.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $7,822 | $5,317+47.1% | $4,676+67.3% | $4,663+67.7% |
| Participant deferral / active EE | $7,764 | $6,466+20.1% | $5,629+37.9% | $6,691+16.0% |
| Admin fee / account holder | $799 | $19,316-95.9% | $15,914-95.0% | $13,402-94.0% |