Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $134,746 | $111,814+20.5% | $103,374+30.3% | $145,959-7.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.90% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.0pp |
| Employer contribution / active EE | $27,455 | $4,214+551.6% | $3,869+609.5% | $4,661+489.1% |
| Participant deferral / active EE | $9,228 | $5,618+64.3% | $5,058+82.5% | $6,689+38.0% |
| Admin fee / account holder | $353 | $9,754-96.4% | $8,394-95.8% | $13,398-97.4% |