Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $164,312 | $168,635-2.6% | $147,617+11.3% | $125,389+31.0% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -0.34% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $9,570 | $6,252+53.1% | $5,564+72.0% | $4,866+96.7% |
| Participant deferral / active EE | $6,330 | $5,507+15.0% | $4,895+29.3% | $5,352+18.3% |
| Admin fee / account holder | $20,890 | $13,580+53.8% | $11,612+79.9% | $9,541+119.0% |