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 | $157,496 | $160,040-1.6% | $147,096+7.1% | $145,877+8.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.59% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,062 | $5,289-79.9% | $4,936-78.5% | $4,663-77.2% |
| Participant deferral / active EE | $9,275 | $8,429+10.0% | $8,071+14.9% | $6,691+38.6% |
| Admin fee / account holder | $3,886 | $15,050-74.2% | $13,005-70.1% | $13,402-71.0% |