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 | $119,857 | $100,262+19.5% | $81,370+47.3% | $145,897-17.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 34.52%-18.8pp | 24.85%-9.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $7,462 | $2,979+150.5% | $2,464+202.8% | $4,663+60.0% |
| Participant deferral / active EE | $8,539 | $4,612+85.1% | $3,885+119.8% | $6,689+27.6% |
| Admin fee / account holder | $536 | $8,163-93.4% | $5,749-90.7% | $13,390-96.0% |