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 | $40,504 | $156,398-74.1% | $147,318-72.5% | $138,895-70.8% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 18.81% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $13,334 | $4,853+174.7% | $4,593+190.3% | $4,194+217.9% |
| Participant deferral / active EE | $21,009 | $8,237+155.0% | $7,906+165.7% | $6,396+228.5% |
| Admin fee / account holder | $23,284 | $14,976+55.5% | $13,708+69.9% | $12,562+85.4% |