Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $131,787 | $111,535+18.2% | $105,223+25.2% | $137,256-4.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.14% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,950 | $3,939-25.1% | $3,689-20.0% | $4,156-29.0% |
| Participant deferral / active EE | $10,375 | $5,500+88.6% | $5,072+104.6% | $6,407+61.9% |
| Admin fee / account holder | $372 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |