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 | $123,466 | $165,939-25.6% | $122,354+0.9% | $147,586-16.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.72% | 34.56%-16.8pp | 30.28%-12.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $17,125 | $5,754+197.6% | $4,051+322.7% | $4,876+251.2% |
| Participant deferral / active EE | $13,714 | $4,005+242.4% | $3,287+317.2% | $5,439+152.2% |
| Admin fee / account holder | $397 | $7,425-94.7% | $5,479-92.8% | $10,886-96.4% |