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 | $169,102 | $159,978+5.7% | $147,041+15.0% | $145,978+15.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.21% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $5,613 | $5,288+6.2% | $4,935+13.7% | $4,662+20.4% |
| Participant deferral / active EE | $7,101 | $8,429-15.7% | $8,071-12.0% | $6,690+6.2% |
| Admin fee / account holder | $11,539 | $15,053-23.3% | $13,006-11.3% | $13,400-13.9% |