Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $141,852 | $71,353+98.8% | $92,805+52.8% | $86,983+63.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 20.16% | 44.68%-24.5pp | 31.59%-11.4pp | 25.83%-5.7pp |
| Employer contribution / active EE | $5,428 | $2,468+119.9% | $3,424+58.5% | $2,584+110.0% |
| Participant deferral / active EE | $7,293 | $6,966+4.7% | $8,448-13.7% | $4,194+73.9% |
| Admin fee / account holder | $649 | $6,099-89.4% | $10,911-94.0% | $7,856-91.7% |