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 | $102,651 | $102,6380% | $81,991+25.2% | $158,966-35.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.13% | 61.05%-43.9pp | 41.31%-24.2pp | 302.95%-285.8pp |
| Employer contribution / active EE | $760 | $3,241-76.5% | $2,498-69.6% | $4,762-84.0% |
| Participant deferral / active EE | $5,102 | $4,649+9.7% | $3,722+37.1% | $5,983-14.7% |
| Admin fee / account holder | $499 | $8,237-93.9% | $5,665-91.2% | $11,250-95.6% |