Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $112,624 | $152,619-26.2% | $125,195-10.0% | $152,909-26.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.60% | 54.85%-27.3pp | 43.79%-16.2pp | 345.46%-317.9pp |
| Employer contribution / active EE | $25,144 | $4,947+408.2% | $3,866+550.4% | $4,764+427.8% |
| Participant deferral / active EE | $11,500 | $5,869+96.0% | $4,937+132.9% | $5,851+96.5% |
| Admin fee / account holder | $593 | $13,437-95.6% | $9,704-93.9% | $11,601-94.9% |