Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $121,762 | $185,312-34.3% | $161,489-24.6% | $154,746-21.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.31% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $13,719 | $4,769+187.7% | $4,268+221.4% | $4,379+213.3% |
| Participant deferral / active EE | $14,966 | $6,350+135.7% | $5,630+165.8% | $6,730+122.4% |
| Admin fee / account holder | $715 | $18,654-96.2% | $16,006-95.5% | $14,365-95.0% |