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 | $177,599 | $159,978+11.0% | $147,041+20.8% | $145,978+21.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.49% | 98.36%-83.9pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $12,513 | $5,288+136.6% | $4,935+153.6% | $4,662+168.4% |
| Participant deferral / active EE | $13,237 | $8,429+57.0% | $8,071+64.0% | $6,690+97.9% |
| Admin fee / account holder | $38,845 | $15,053+158.1% | $13,006+198.7% | $13,400+189.9% |