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 | $161,686 | $184,000-12.1% | $162,185-0.3% | $152,909+5.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.5%-0.6pp |
| Annual return | 25.49% | 150.80%-125.3pp | 115.61%-90.1pp | 345.46%-320.0pp |
| Employer contribution / active EE | $13,664 | $6,370+114.5% | $5,613+143.4% | $4,764+186.8% |
| Participant deferral / active EE | $9,447 | $8,033+17.6% | $7,297+29.5% | $5,851+61.5% |
| Admin fee / account holder | $531 | $13,124-96.0% | $10,844-95.1% | $11,601-95.4% |