Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,991 | $159,978-73.8% | $147,041-71.4% | $145,978-71.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 18.43% | 98.36%-79.9pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $5,355 | $5,288+1.3% | $4,935+8.5% | $4,662+14.9% |
| Participant deferral / active EE | $7,231 | $8,429-14.2% | $8,071-10.4% | $6,690+8.1% |
| Admin fee / account holder | $1,339 | $15,053-91.1% | $13,006-89.7% | $13,400-90.0% |