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 | $121,811 | $166,268-26.7% | $165,100-26.2% | $145,897-16.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.34% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-542.9pp |
| Employer contribution / active EE | $12,272 | $5,284+132.2% | $4,348+182.2% | $4,663+163.2% |
| Participant deferral / active EE | $11,648 | $6,964+67.2% | $6,035+93.0% | $6,689+74.1% |
| Admin fee / account holder | $421 | $16,659-97.5% | $12,696-96.7% | $13,390-96.9% |