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 | $162,784 | $166,020-1.9% | $164,866-1.3% | $145,959+11.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 25.34% | 100.08%-74.7pp | 69.97%-44.6pp | 561.95%-536.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,730 | $6,961-32.0% | $6,033-21.6% | $6,689-29.3% |
| Admin fee / account holder | $21,281 | $16,644+27.9% | $12,689+67.7% | $13,398+58.8% |