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 | $133,504 | $201,372-33.7% | $184,260-27.5% | $145,884-8.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.03% | 29.04%-9.0pp | 28.84%-8.8pp | 551.85%-531.8pp |
| Employer contribution / active EE | $44,367 | $7,024+531.7% | $6,427+590.3% | $4,662+851.6% |
| Participant deferral / active EE | $7,833 | $9,808-20.1% | $9,133-14.2% | $6,690+17.1% |
| Admin fee / account holder | $24,703 | $16,362+51.0% | $13,898+77.7% | $13,392+84.5% |