Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $171,959 | $159,978+7.5% | $147,041+16.9% | $145,978+17.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.81% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $2,646 | $5,288-50.0% | $4,935-46.4% | $4,662-43.2% |
| Participant deferral / active EE | $9,535 | $8,429+13.1% | $8,071+18.1% | $6,690+42.5% |
| Admin fee / account holder | $59,521 | $15,053+295.4% | $13,006+357.6% | $13,400+344.2% |