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 | $131,122 | $114,119+14.9% | $107,187+22.3% | $138,895-5.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.34% | 273.21%-260.9pp | 204.55%-192.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $8,925 | $4,059+119.9% | $3,782+136.0% | $4,194+112.8% |
| Participant deferral / active EE | $16,763 | $5,538+202.7% | $5,096+228.9% | $6,396+162.1% |
| Admin fee / account holder | $24,817 | $10,024+147.6% | $9,162+170.9% | $12,562+97.5% |