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 | $37,189 | $169,336-78.0% | $129,384-71.3% | $145,884-74.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 16.89% | 14408.70%-14391.8pp | 9461.77%-9444.9pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,248 | $5,540-77.5% | $4,153-69.9% | $4,662-73.2% |
| Participant deferral / active EE | $4,552 | $4,985-8.7% | $4,166+9.3% | $6,690-32.0% |
| Admin fee / account holder | $972 | $9,912-90.2% | $7,686-87.4% | $13,392-92.7% |