Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,484 | $129,737-33.3% | $119,126-27.4% | $154,746-44.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.24% | 379.08%-358.8pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $18,705 | $4,375+327.6% | $4,034+363.7% | $4,379+327.2% |
| Participant deferral / active EE | $22,161 | $5,842+279.3% | $5,318+316.7% | $6,730+229.3% |
| Admin fee / account holder | $528 | $11,961-95.6% | $10,693-95.1% | $14,365-96.3% |