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 | $40,959 | $209,422-80.4% | $178,503-77.1% | $158,982-74.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.48% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $5,058 | $5,707-11.4% | $5,011+0.9% | $4,763+6.2% |
| Participant deferral / active EE | $5,687 | $5,955-4.5% | $5,202+9.3% | $5,983-5.0% |
| Admin fee / account holder | $11,420 | $17,079-33.1% | $13,987-18.4% | $11,252+1.5% |