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 | $124,314 | $175,212-29.0% | $149,682-16.9% | $139,427-10.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 16.29% | 166.63%-150.3pp | 134.35%-118.1pp | 373.27%-357.0pp |
| Employer contribution / active EE | $8,348 | $5,475+52.5% | $4,818+73.2% | $4,752+75.7% |
| Participant deferral / active EE | $9,278 | $6,520+42.3% | $5,681+63.3% | $6,711+38.3% |
| Admin fee / account holder | $574 | $16,150-96.4% | $13,210-95.7% | $11,404-95.0% |