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 | $139,602 | $134,817+3.5% | $123,973+12.6% | $155,188-10.0% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.7%+15.0pp | 80.8%+10.9pp |
| Annual return | 18.15% | 515.49%-497.3pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,055 | $4,425-53.6% | $4,126-50.2% | $4,248-51.6% |
| Participant deferral / active EE | $7,932 | $5,706+39.0% | $5,247+51.2% | $6,531+21.5% |
| Admin fee / account holder | $601 | $13,245-95.5% | $11,799-94.9% | $14,480-95.9% |