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 | $129,663 | $148,629-12.8% | $135,982-4.6% | $139,487-7.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.47% | 79.33%-58.9pp | 68.32%-47.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $7,001 | $5,247+33.4% | $4,859+44.1% | $4,755+47.2% |
| Participant deferral / active EE | $9,129 | $8,102+12.7% | $7,760+17.6% | $6,713+36.0% |
| Admin fee / account holder | $1,339 | $12,406-89.2% | $10,767-87.6% | $11,407-88.3% |