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 | $186,357 | $175,231+6.3% | $149,696+24.5% | $139,466+33.6% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 13.91% | 166.77%-152.9pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $11,151 | $5,478+103.6% | $4,821+131.3% | $4,754+134.6% |
| Participant deferral / active EE | $8,336 | $6,521+27.8% | $5,682+46.7% | $6,712+24.2% |
| Admin fee / account holder | $3,001 | $16,155-81.4% | $13,212-77.3% | $11,409-73.7% |