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 | $134,579 | $100,970+33.3% | $96,576+39.3% | $137,256-2.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 49.40% | 38.16%+11.2pp | 38.47%+10.9pp | 220.34%-170.9pp |
| Employer contribution / active EE | $6,865 | $3,809+80.2% | $3,553+93.2% | $4,156+65.2% |
| Participant deferral / active EE | $14,517 | $8,286+75.2% | $7,956+82.5% | $6,407+126.6% |
| Admin fee / account holder | $6,134 | $11,312-45.8% | $11,381-46.1% | $12,270-50.0% |