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 | $39,504 | $196,972-79.9% | $182,262-78.3% | $198,609-80.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.11% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,209 | $5,364-40.2% | $5,046-36.4% | $5,055-36.5% |
| Participant deferral / active EE | $8,225 | $8,643-4.8% | $8,276-0.6% | $6,977+17.9% |
| Admin fee / account holder | $5,535 | $18,429-70.0% | $16,712-66.9% | $19,030-70.9% |