Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,926 | $213,785-55.6% | $185,441-48.8% | $155,188-38.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.08% | 19.97%-1.9pp | 20.16%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $16,248 | $5,393+201.3% | $4,672+247.7% | $4,248+282.5% |
| Participant deferral / active EE | $10,842 | $6,864+58.0% | $6,152+76.3% | $6,531+66.0% |
| Admin fee / account holder | $356 | $21,134-98.3% | $17,890-98.0% | $14,480-97.5% |