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 | $159,934-11.3% | $147,005-3.5% | $145,959-2.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 9.94% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $8,107 | $5,287+53.3% | $4,934+64.3% | $4,661+73.9% |
| Participant deferral / active EE | $21,687 | $8,427+157.3% | $8,070+168.7% | $6,689+224.2% |
| Admin fee / account holder | $17,998 | $15,053+19.6% | $13,006+38.4% | $13,398+34.3% |