Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $170,700 | $159,934+6.7% | $147,005+16.1% | $145,959+17.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.51% | 98.24%-83.7pp | 418.76%-404.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,155 | $5,287-59.2% | $4,934-56.3% | $4,661-53.8% |
| Participant deferral / active EE | $16,119 | $8,427+91.3% | $8,070+99.7% | $6,689+141.0% |
| Admin fee / account holder | $1,092 | $15,053-92.7% | $13,006-91.6% | $13,398-91.9% |