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 | $144,961 | $150,446-3.6% | $136,297+6.4% | $147,585-1.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 19.20% | 1049.14%-1029.9pp | 5156.19%-5137.0pp | 578.58%-559.4pp |
| Employer contribution / active EE | $9,648 | $5,256+83.5% | $4,696+105.5% | $4,876+97.8% |
| Participant deferral / active EE | $9,076 | $6,631+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $558 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |