Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,775 | $183,592-59.8% | $155,574-52.6% | $145,877-49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.54% | 61.37%-39.8pp | 64.87%-43.3pp | 551.28%-529.7pp |
| Employer contribution / active EE | $16,915 | $5,317+218.1% | $4,676+261.8% | $4,663+262.7% |
| Participant deferral / active EE | $12,708 | $6,466+96.5% | $5,629+125.7% | $6,691+89.9% |
| Admin fee / account holder | $18,957 | $19,316-1.9% | $15,914+19.1% | $13,402+41.4% |