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 | $160,028-11.4% | $147,080-3.6% | $145,884-2.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 9.94% | 98.60%-88.7pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $8,107 | $5,286+53.4% | $4,933+64.3% | $4,662+73.9% |
| Participant deferral / active EE | $21,687 | $8,422+157.5% | $8,066+168.9% | $6,690+224.2% |
| Admin fee / account holder | $17,998 | $15,030+19.7% | $12,989+38.6% | $13,392+34.4% |