Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,638 | $159,978-74.6% | $147,041-72.4% | $145,978-72.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 36.13% | 98.36%-62.2pp | 419.21%-383.1pp | 550.52%-514.4pp |
| Employer contribution / active EE | $4,416 | $5,288-16.5% | $4,935-10.5% | $4,662-5.3% |
| Participant deferral / active EE | $8,244 | $8,429-2.2% | $8,071+2.1% | $6,690+23.2% |
| Admin fee / account holder | $1,052 | $15,053-93.0% | $13,006-91.9% | $13,400-92.1% |