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 | $178,896 | $175,231+2.1% | $149,696+19.5% | $139,466+28.3% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 15.22% | 166.77%-151.6pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $5,725 | $5,478+4.5% | $4,821+18.8% | $4,754+20.4% |
| Participant deferral / active EE | $11,290 | $6,521+73.1% | $5,682+98.7% | $6,712+68.2% |
| Admin fee / account holder | $1,582 | $16,155-90.2% | $13,212-88.0% | $11,409-86.1% |