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 | $123,751 | $148,629-16.7% | $135,982-9.0% | $139,487-11.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.28% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $8,120 | $5,247+54.8% | $4,859+67.1% | $4,755+70.8% |
| Participant deferral / active EE | $12,575 | $8,102+55.2% | $7,760+62.1% | $6,713+87.3% |
| Admin fee / account holder | $4,327 | $12,406-65.1% | $10,767-59.8% | $11,407-62.1% |