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 | $32,284 | $209,422-84.6% | $178,503-81.9% | $158,982-79.7% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 39.45% | 188.81%-149.4pp | 151.12%-111.7pp | 302.99%-263.5pp |
| Employer contribution / active EE | $2,039 | $5,707-64.3% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $4,250 | $5,955-28.6% | $5,202-18.3% | $5,983-29.0% |
| Admin fee / account holder | $387 | $17,079-97.7% | $13,987-97.2% | $11,252-96.6% |