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 | $175,989 | $159,934+10.0% | $147,005+19.7% | $145,959+20.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.88% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,420 | $5,287-54.2% | $4,934-51.0% | $4,661-48.1% |
| Participant deferral / active EE | $13,250 | $8,427+57.2% | $8,070+64.2% | $6,689+98.1% |
| Admin fee / account holder | $35,472 | $15,053+135.6% | $13,006+172.7% | $13,398+164.8% |