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 | $98,569 | $148,629-33.7% | $135,982-27.5% | $139,487-29.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.32% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $11,441 | $5,247+118.1% | $4,859+135.5% | $4,755+140.6% |
| Participant deferral / active EE | $12,343 | $8,102+52.3% | $7,760+59.1% | $6,713+83.9% |
| Admin fee / account holder | $344 | $12,406-97.2% | $10,767-96.8% | $11,407-97.0% |