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 | $137,234 | $148,623-7.7% | $135,974+0.9% | $139,466-1.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 55.91% | 79.30%-23.4pp | 68.30%-12.4pp | 373.66%-317.8pp |
| Employer contribution / active EE | $11,675 | $5,246+122.5% | $4,859+140.3% | $4,754+145.6% |
| Participant deferral / active EE | $21,415 | $8,103+164.3% | $7,760+176.0% | $6,712+219.1% |
| Admin fee / account holder | $340 | $12,406-97.3% | $10,767-96.8% | $11,409-97.0% |