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 | $36,718 | $184,000-80.0% | $162,185-77.4% | $152,909-76.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 24.58% | 150.80%-126.2pp | 115.61%-91.0pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,621 | $6,370-74.6% | $5,613-71.1% | $4,764-66.0% |
| Participant deferral / active EE | $8,140 | $8,033+1.3% | $7,297+11.6% | $5,851+39.1% |
| Admin fee / account holder | $424 | $13,124-96.8% | $10,844-96.1% | $11,601-96.3% |