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 | $125,911 | $160,070-21.3% | $147,117-14.4% | $145,897-13.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.36% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $6,273 | $5,285+18.7% | $4,932+27.2% | $4,663+34.5% |
| Participant deferral / active EE | $6,838 | $8,419-18.8% | $8,065-15.2% | $6,689+2.2% |
| Admin fee / account holder | $819 | $15,035-94.6% | $12,993-93.7% | $13,390-93.9% |