Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $126,244 | $157,296-19.7% | $141,191-10.6% | $152,897-17.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 22.11% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,163 | $5,262-58.9% | $4,736-54.3% | $4,764-54.6% |
| Participant deferral / active EE | $8,294 | $7,111+16.6% | $6,710+23.6% | $5,851+41.8% |
| Admin fee / account holder | $3,223 | $12,125-73.4% | $10,264-68.6% | $11,599-72.2% |