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 | $38,799 | $159,978-75.7% | $147,041-73.6% | $145,978-73.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.19% | 98.36%-78.2pp | 419.21%-399.0pp | 550.52%-530.3pp |
| Employer contribution / active EE | $5,907 | $5,288+11.7% | $4,935+19.7% | $4,662+26.7% |
| Participant deferral / active EE | $8,739 | $8,429+3.7% | $8,071+8.3% | $6,690+30.6% |
| Admin fee / account holder | $825 | $15,053-94.5% | $13,006-93.7% | $13,400-93.8% |