Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $144,991 | $97,125+49.3% | $86,233+68.1% | $137,256+5.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.79% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $19,347 | $2,841+580.9% | $2,504+672.5% | $4,156+365.5% |
| Participant deferral / active EE | $12,325 | $5,180+137.9% | $4,559+170.3% | $6,407+92.4% |
| Admin fee / account holder | $1,933 | $9,725-80.1% | $8,342-76.8% | $12,270-84.2% |