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 | $98,507 | $212,386-53.6% | $199,883-50.7% | $138,895-29.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.81% | 47.75%-34.9pp | 43.81%-31.0pp | 145.39%-132.6pp |
| Employer contribution / active EE | $24,459 | $6,625+269.2% | $6,261+290.6% | $4,194+483.1% |
| Participant deferral / active EE | $45,052 | $9,617+368.4% | $9,138+393.0% | $6,396+604.3% |
| Admin fee / account holder | $61,370 | $18,233+236.6% | $17,268+255.4% | $12,562+388.5% |