Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $141,791 | $160,040-11.4% | $147,096-3.6% | $145,877-2.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 9.94% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $8,107 | $5,289+53.3% | $4,936+64.2% | $4,663+73.9% |
| Participant deferral / active EE | $21,687 | $8,429+157.3% | $8,071+168.7% | $6,691+224.1% |
| Admin fee / account holder | $17,998 | $15,050+19.6% | $13,005+38.4% | $13,402+34.3% |