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 | $169,750 | $160,028+6.1% | $147,080+15.4% | $145,884+16.4% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 12.95% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $7,957 | $5,286+50.5% | $4,933+61.3% | $4,662+70.7% |
| Participant deferral / active EE | $15,449 | $8,422+83.4% | $8,066+91.5% | $6,690+130.9% |
| Admin fee / account holder | $4,861 | $15,030-67.7% | $12,989-62.6% | $13,392-63.7% |