Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $144,813 | $150,446-3.7% | $136,297+6.2% | $147,585-1.9% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 16.69% | 1049.14%-1032.5pp | 5156.19%-5139.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $2,930 | $5,256-44.2% | $4,696-37.6% | $4,876-39.9% |
| Participant deferral / active EE | $7,123 | $6,631+7.4% | $6,247+14.0% | $5,439+31.0% |
| Admin fee / account holder | $8,332 | $10,906-23.6% | $9,244-9.9% | $10,886-23.5% |