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 | $128,670 | $148,623-13.4% | $135,974-5.4% | $139,466-7.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.14% | 79.30%-51.2pp | 68.30%-40.2pp | 373.66%-345.5pp |
| Employer contribution / active EE | $44,100 | $5,246+740.6% | $4,859+807.6% | $4,754+827.7% |
| Participant deferral / active EE | $13,509 | $8,103+66.7% | $7,760+74.1% | $6,712+101.3% |
| Admin fee / account holder | $1,660 | $12,406-86.6% | $10,767-84.6% | $11,409-85.4% |