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 | $159,577 | $157,304+1.4% | $141,197+13.0% | $152,909+4.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 18.08% | 64.34%-46.3pp | 71.41%-53.3pp | 345.46%-327.4pp |
| Employer contribution / active EE | $9,215 | $5,263+75.1% | $4,736+94.6% | $4,764+93.4% |
| Participant deferral / active EE | $7,879 | $7,111+10.8% | $6,710+17.4% | $5,851+34.7% |
| Admin fee / account holder | $1,409 | $12,126-88.4% | $10,265-86.3% | $11,601-87.9% |