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 | $117,948 | $201,264-41.4% | $184,185-36.0% | $145,978-19.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.14% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $23,192 | $7,021+230.3% | $6,426+260.9% | $4,662+397.5% |
| Participant deferral / active EE | $17,540 | $9,806+78.9% | $9,132+92.1% | $6,690+162.2% |
| Admin fee / account holder | $1,147 | $16,376-93.0% | $13,909-91.8% | $13,400-91.4% |