Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $146,032 | $160,028-8.7% | $147,080-0.7% | $145,884+0.1% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 18.22% | 98.60%-80.4pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $3,333 | $5,286-37.0% | $4,933-32.4% | $4,662-28.5% |
| Participant deferral / active EE | $9,704 | $8,422+15.2% | $8,066+20.3% | $6,690+45.1% |
| Admin fee / account holder | $516 | $15,030-96.6% | $12,989-96.0% | $13,392-96.1% |