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 | $237,393 | $159,978+48.4% | $147,041+61.4% | $145,978+62.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.69% | 98.36%-77.7pp | 419.21%-398.5pp | 550.52%-529.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,992 | $8,429-5.2% | $8,071-1.0% | $6,690+19.5% |
| Admin fee / account holder | $1,382 | $15,053-90.8% | $13,006-89.4% | $13,400-89.7% |