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 | $134,342 | $115,917+15.9% | $100,535+33.6% | $158,982-15.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.31% | 34.80%-21.5pp | 30.90%-17.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $13,016 | $4,105+217.0% | $3,419+280.7% | $4,763+173.3% |
| Participant deferral / active EE | $3,097 | $6,677-53.6% | $6,271-50.6% | $5,983-48.2% |
| Admin fee / account holder | $5,000 | $11,002-54.6% | $8,085-38.2% | $11,252-55.6% |