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 | $149,106 | $202,342-26.3% | $172,753-13.7% | $152,909-2.5% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 20.60% | 1029.88%-1009.3pp | 803.00%-782.4pp | 345.46%-324.9pp |
| Employer contribution / active EE | $4,450 | $5,857-24.0% | $5,144-13.5% | $4,764-6.6% |
| Participant deferral / active EE | $8,209 | $5,948+38.0% | $5,198+57.9% | $5,851+40.3% |
| Admin fee / account holder | $21,212 | $17,112+24.0% | $13,956+52.0% | $11,601+82.9% |