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 | $114,814 | $154,209-25.5% | $130,062-11.7% | $139,487-17.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.01% | 32.52%-12.5pp | -137.37%+157.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $11,506 | $5,292+117.4% | $4,322+166.2% | $4,755+142.0% |
| Participant deferral / active EE | $11,302 | $6,709+68.5% | $5,821+94.2% | $6,713+68.4% |
| Admin fee / account holder | $14,008 | $13,988+0.1% | $10,601+32.1% | $11,407+22.8% |