Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $141,268 | $160,040-11.7% | $147,096-4.0% | $145,877-3.2% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.19% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,512 | $5,289-14.7% | $4,936-8.6% | $4,663-3.2% |
| Participant deferral / active EE | $6,977 | $8,429-17.2% | $8,071-13.6% | $6,691+4.3% |
| Admin fee / account holder | $11,800 | $15,050-21.6% | $13,005-9.3% | $13,402-12.0% |