Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,142 | $160,040-74.3% | $147,096-72.0% | $145,877-71.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.11% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.2pp |
| Employer contribution / active EE | $5,062 | $5,289-4.3% | $4,936+2.6% | $4,663+8.6% |
| Participant deferral / active EE | $8,593 | $8,429+1.9% | $8,071+6.5% | $6,691+28.4% |
| Admin fee / account holder | $621 | $15,050-95.9% | $13,005-95.2% | $13,402-95.4% |