Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $158,161 | $150,447+5.1% | $136,298+16.0% | $147,586+7.2% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 18.58% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,848 | $5,256-64.8% | $4,696-60.6% | $4,876-62.1% |
| Participant deferral / active EE | $4,903 | $6,631-26.1% | $6,247-21.5% | $5,439-9.9% |
| Admin fee / account holder | $18,100 | $10,906+66.0% | $9,244+95.8% | $10,886+66.3% |