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 | $85,865 | $148,582-42.2% | $135,942-36.8% | $139,456-38.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.77% | 79.26%-51.5pp | 68.28%-40.5pp | 373.45%-345.7pp |
| Employer contribution / active EE | $9,603 | $5,245+83.1% | $4,858+97.7% | $4,753+102.0% |
| Participant deferral / active EE | $18,620 | $8,101+129.8% | $7,759+140.0% | $6,711+177.4% |
| Admin fee / account holder | $12,249 | $12,402-1.2% | $10,764+13.8% | $11,407+7.4% |