Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $118,526 | $209,336-43.4% | $197,124-39.9% | $137,256-13.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.89% | 48.09%-27.2pp | 44.34%-23.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $14,418 | $6,591+118.8% | $6,227+131.5% | $4,156+246.9% |
| Participant deferral / active EE | $11,762 | $9,614+22.3% | $9,135+28.8% | $6,407+83.6% |
| Admin fee / account holder | $384 | $17,308-97.8% | $16,298-97.6% | $12,270-96.9% |