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 | $125,801 | $107,368+17.2% | $92,915+35.4% | $152,909-17.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 20.86% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,322 | $4,222-45.0% | $3,653-36.4% | $4,764-51.3% |
| Participant deferral / active EE | $8,391 | $4,848+73.1% | $4,238+98.0% | $5,851+43.4% |
| Admin fee / account holder | $2,484 | $7,082-64.9% | $5,796-57.1% | $11,601-78.6% |