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 | $132,663 | $160,070-17.1% | $147,117-9.8% | $145,897-9.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.05% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,276 | $5,285-0.2% | $4,932+7.0% | $4,663+13.2% |
| Participant deferral / active EE | $5,135 | $8,419-39.0% | $8,065-36.3% | $6,689-23.2% |
| Admin fee / account holder | $2,045 | $15,035-86.4% | $12,993-84.3% | $13,390-84.7% |