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 | $40,331 | $165,381-75.6% | $149,730-73.1% | $158,966-74.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.97% | 348.29%-324.3pp | 276.70%-252.7pp | 302.95%-279.0pp |
| Employer contribution / active EE | $4,506 | $5,104-11.7% | $4,645-3.0% | $4,762-5.4% |
| Participant deferral / active EE | $9,589 | $7,182+33.5% | $6,843+40.1% | $5,983+60.3% |
| Admin fee / account holder | $565 | $10,809-94.8% | $9,310-93.9% | $11,250-95.0% |