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 | $34,430 | $160,028-78.5% | $147,080-76.6% | $145,884-76.4% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 22.32% | 98.60%-76.3pp | 420.17%-397.8pp | 551.85%-529.5pp |
| Employer contribution / active EE | $5,786 | $5,286+9.5% | $4,933+17.3% | $4,662+24.1% |
| Participant deferral / active EE | $8,814 | $8,422+4.7% | $8,066+9.3% | $6,690+31.8% |
| Admin fee / account holder | $7,879 | $15,030-47.6% | $12,989-39.3% | $13,392-41.2% |