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 | $167,508 | $159,978+4.7% | $147,041+13.9% | $145,978+14.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 22.57% | 98.36%-75.8pp | 419.21%-396.6pp | 550.52%-527.9pp |
| Employer contribution / active EE | $1,470 | $5,288-72.2% | $4,935-70.2% | $4,662-68.5% |
| Participant deferral / active EE | $5,386 | $8,429-36.1% | $8,071-33.3% | $6,690-19.5% |
| Admin fee / account holder | $3,322 | $15,053-77.9% | $13,006-74.5% | $13,400-75.2% |