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 | $147,137 | $160,070-8.1% | $147,1170% | $145,897+0.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.19% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,711 | $5,285-67.6% | $4,932-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $5,790 | $8,419-31.2% | $8,065-28.2% | $6,689-13.4% |
| Admin fee / account holder | $1,182 | $15,035-92.1% | $12,993-90.9% | $13,390-91.2% |