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 | $129,690 | $106,267+22.0% | $96,520+34.4% | $139,456-7.0% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 22.36% | 38.45%-16.1pp | 35.72%-13.4pp | 373.45%-351.1pp |
| Employer contribution / active EE | $2,904 | $4,105-29.3% | $3,739-22.3% | $4,753-38.9% |
| Participant deferral / active EE | $7,301 | $5,454+33.8% | $4,879+49.6% | $6,711+8.8% |
| Admin fee / account holder | $1,685 | $7,882-78.6% | $6,733-75.0% | $11,407-85.2% |