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 | $159,934-21.3% | $147,005-14.3% | $145,959-13.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.36% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $6,273 | $5,287+18.6% | $4,934+27.1% | $4,661+34.6% |
| Participant deferral / active EE | $6,838 | $8,427-18.9% | $8,070-15.3% | $6,689+2.2% |
| Admin fee / account holder | $819 | $15,053-94.6% | $13,006-93.7% | $13,398-93.9% |