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 | $78,828 | $275,752-71.4% | $256,809-69.3% | $198,609-60.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.31% | 34.81%-14.5pp | 32.73%-12.4pp | 202.70%-182.4pp |
| Employer contribution / active EE | $17,065 | $7,721+121.0% | $7,263+135.0% | $5,055+237.6% |
| Participant deferral / active EE | $14,430 | $10,037+43.8% | $9,520+51.6% | $6,977+106.8% |
| Admin fee / account holder | $1,845 | $25,716-92.8% | $25,146-92.7% | $19,030-90.3% |