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 | $77,602 | $148,558-47.8% | $135,925-42.9% | $139,427-44.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.87% | 79.22%-57.4pp | 68.25%-46.4pp | 373.27%-351.4pp |
| Employer contribution / active EE | $20,824 | $5,244+297.1% | $4,857+328.7% | $4,752+338.3% |
| Participant deferral / active EE | $22,134 | $8,101+173.2% | $7,759+185.3% | $6,711+229.8% |
| Admin fee / account holder | $418 | $12,401-96.6% | $10,764-96.1% | $11,404-96.3% |