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 | $130,716 | $101,618+28.6% | $93,063+40.5% | $137,256-4.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.79% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,893 | $2,707+265.4% | $2,476+299.5% | $4,156+138.0% |
| Participant deferral / active EE | $11,972 | $4,279+179.8% | $3,958+202.5% | $6,407+86.9% |
| Admin fee / account holder | $1,815 | $6,198-70.7% | $6,033-69.9% | $12,270-85.2% |