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 | $169,230 | $159,934+5.8% | $147,005+15.1% | $145,959+15.9% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 20.13% | 98.24%-78.1pp | 418.76%-398.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $3,413 | $5,287-35.4% | $4,934-30.8% | $4,661-26.8% |
| Participant deferral / active EE | $10,461 | $8,427+24.1% | $8,070+29.6% | $6,689+56.4% |
| Admin fee / account holder | $26,678 | $15,053+77.2% | $13,006+105.1% | $13,398+99.1% |