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 | $129,660 | $181,062-28.4% | $158,223-18.1% | $155,188-16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.17% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $8,900 | $4,565+95.0% | $4,109+116.6% | $4,248+109.5% |
| Participant deferral / active EE | $18,167 | $6,134+196.1% | $5,467+232.3% | $6,531+178.2% |
| Admin fee / account holder | $1,055 | $18,825-94.4% | $16,047-93.4% | $14,480-92.7% |