Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,904 | $168,635-74.0% | $147,617-70.3% | $125,389-65.0% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $8,226 | $6,252+31.6% | $5,564+47.8% | $4,866+69.0% |
| Participant deferral / active EE | $8,183 | $5,507+48.6% | $4,895+67.2% | $5,352+52.9% |
| Admin fee / account holder | $451 | $13,580-96.7% | $11,612-96.1% | $9,541-95.3% |