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 | $140,444 | $110,379+27.2% | $102,412+37.1% | $145,884-3.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 24.84%-6.6pp | 24.94%-6.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $7,776 | $4,216+84.4% | $3,870+100.9% | $4,662+66.8% |
| Participant deferral / active EE | $14,944 | $5,622+165.8% | $5,060+195.3% | $6,690+123.4% |
| Admin fee / account holder | $1,388 | $9,745-85.8% | $8,388-83.5% | $13,392-89.6% |