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 | $87,728 | $166,131-47.2% | $164,975-46.8% | $145,877-39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.19% | 100.37%-81.2pp | 70.12%-50.9pp | 551.28%-532.1pp |
| Employer contribution / active EE | $13,892 | $5,276+163.3% | $4,343+219.9% | $4,663+197.9% |
| Participant deferral / active EE | $15,000 | $6,962+115.5% | $6,033+148.6% | $6,691+124.2% |
| Admin fee / account holder | $368 | $16,648-97.8% | $12,688-97.1% | $13,402-97.3% |