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 | $135,512 | $97,125+39.5% | $86,233+57.1% | $137,256-1.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.41% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $6,152 | $2,841+116.5% | $2,504+145.6% | $4,156+48.0% |
| Participant deferral / active EE | $12,058 | $5,180+132.8% | $4,559+164.5% | $6,407+88.2% |
| Admin fee / account holder | $680 | $9,725-93.0% | $8,342-91.9% | $12,270-94.5% |