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 | $139,544 | $202,342-31.0% | $172,753-19.2% | $152,909-8.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 15.08% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $4,168 | $5,857-28.8% | $5,144-19.0% | $4,764-12.5% |
| Participant deferral / active EE | $3,113 | $5,948-47.7% | $5,198-40.1% | $5,851-46.8% |
| Admin fee / account holder | $12,243 | $17,112-28.5% | $13,956-12.3% | $11,601+5.5% |