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 | $81,535 | $212,386-61.6% | $199,883-59.2% | $138,895-41.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 16.54% | 47.75%-31.2pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $12,475 | $6,625+88.3% | $6,261+99.2% | $4,194+197.4% |
| Participant deferral / active EE | $11,969 | $9,617+24.5% | $9,138+31.0% | $6,396+87.1% |
| Admin fee / account holder | $7,830 | $18,233-57.1% | $17,268-54.7% | $12,562-37.7% |