Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $128,137 | $180,749-29.1% | $160,784-20.3% | $137,256-6.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.72% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $14,483 | $4,155+248.6% | $3,733+288.0% | $4,156+248.5% |
| Participant deferral / active EE | $14,211 | $6,844+107.6% | $6,293+125.8% | $6,407+121.8% |
| Admin fee / account holder | $771 | $10,397-92.6% | $9,717-92.1% | $12,270-93.7% |