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 | $177,162 | $160,040+10.7% | $147,096+20.4% | $145,877+21.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 16.78% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,976 | $5,289-24.8% | $4,936-19.4% | $4,663-14.7% |
| Participant deferral / active EE | $8,391 | $8,429-0.5% | $8,071+4.0% | $6,691+25.4% |
| Admin fee / account holder | $5,889 | $15,050-60.9% | $13,005-54.7% | $13,402-56.1% |