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 | $111,254 | $202,440-45.0% | $169,390-34.3% | $139,466-20.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 532.36%-517.8pp | 406.07%-391.5pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,866 | $4,693-60.2% | $4,013-53.5% | $4,754-60.8% |
| Participant deferral / active EE | $13,500 | $6,940+94.5% | $6,222+117.0% | $6,712+101.1% |
| Admin fee / account holder | $638 | $10,722-94.0% | $9,015-92.9% | $11,409-94.4% |