Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $140,836 | $154,145-8.6% | $130,014+8.3% | $139,427+1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 32.49%-14.5pp | -137.22%+155.2pp | 373.27%-355.3pp |
| Employer contribution / active EE | $9,504 | $5,290+79.6% | $4,320+120.0% | $4,752+100.0% |
| Participant deferral / active EE | $6,819 | $6,711+1.6% | $5,821+17.1% | $6,711+1.6% |
| Admin fee / account holder | $20,222 | $14,009+44.4% | $10,616+90.5% | $11,404+77.3% |