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 | $156,560 | $160,070-2.2% | $147,117+6.4% | $145,897+7.3% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 11.90% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,957 | $5,285-44.0% | $4,932-40.1% | $4,663-36.6% |
| Participant deferral / active EE | $8,268 | $8,419-1.8% | $8,065+2.5% | $6,689+23.6% |
| Admin fee / account holder | $1,679 | $15,035-88.8% | $12,993-87.1% | $13,390-87.5% |