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 | $94,035 | $148,629-36.7% | $135,982-30.8% | $139,487-32.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.46% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $23,636 | $5,247+350.5% | $4,859+386.4% | $4,755+397.1% |
| Participant deferral / active EE | $10,871 | $8,102+34.2% | $7,760+40.1% | $6,713+61.9% |
| Admin fee / account holder | $2,520 | $12,406-79.7% | $10,767-76.6% | $11,407-77.9% |