Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $133,355 | $160,040-16.7% | $147,096-9.3% | $145,877-8.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.74% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $15,094 | $5,289+185.4% | $4,936+205.8% | $4,663+223.7% |
| Participant deferral / active EE | $20,125 | $8,429+138.8% | $8,071+149.3% | $6,691+200.8% |
| Admin fee / account holder | $662 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |